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Financial Workshop - It's Your Estate
Retirement Asset Planning
- Date: 05/08/2023 10:00 am - 11:30 am
- Location: Friends Meeting Room
1000 Avocado Avenue
Newport Beach, California 92660
NEWPORT BEACH PUBLIC LIBRARY FOUNDATION
FINANCIAL WORKSHOPS - IT'S YOUR ESTATE
April 17 – May 22, 2023
Every Mondays 10:00am – 11:30am
The “It’s Your Estate!” sessions cover all the legal documents you will need to set up an estate plan using a variety of local Orange County estate planning attorneys as instructors. 9 hours of objective education over a 6-week period, 1 ½ hours per week. The instructors are local FEE ONLY who all act in a fiduciary capacity with their clients. None of our speakers are licensed to sell any financial products. You will learn how they charge, and they do not receive your contact information.
REGISTER FOR FREE
This is a one-time registration for all the sessions of It's Your Estate Workshop. You do not have to attend all of the sessions.
|April 17||Overview and Tax Changes|
|April 24||Health Care & Power of Attorney|
|May 1||Wills & Trusts|
|May 8||Retirement Asset Planning|
|May 15||Charitable Opportunities|
|May 22||Estate Administration|
Contact: Director of Programs – Kunga Wangmo at 949-717-3818 or firstname.lastname@example.org
For more information:https://nbplf.foundation/programs/financial-literacy-workshops/