ABOUT HEADER

About

The Newport Beach Public Library is the cultural heart of the community, serving more than one million patrons each year. We are an essential provider of books, information, and technology, through the Central Library and our three branches: Mariners, Balboa, and Corona del Mar.

Hours and Locations

Addresses, phone numbers, maps, and hours for NBPL locations

How to Get a Library Card

Information about getting a card

About Newport Beach

General information about the City of Newport Beach

History of the Newport Beach Public Library

The Newport Beach Public Library has a long history of service to the community

Board of Library Trustees

Information about the governing board of the library

Library Policies

Rules for using the Newport Beach Public Library

Literacy Services

Project Adult Literacy is located on the lower level of the Central Library, and provides services for adults seeking to improve their English reading and writing skills

Cultural Arts

The Cultural Arts Division of the Newport Beach Public Library, with guidance and support by the Newport Beach City Arts Commission, brings cultural and arts programming to the community

Friends of the Library

The Friends of the Library fund children's programs, Sunday Musicales, and other library programs through used book sales and donations

NBPL Foundation

The Newport Beach Public Library Foundation funds valuable library resources and services, and presents a variety of literary programs design to engage the community

News & Press

News releases, facts & figures, photos, and other information helpful in preparing articles about NBPL and upcoming events

Contact Us

Get in touch with us via email, phone, or mail

Financial Workshop - It's Your Estate

Estate Administration

NEWPORT BEACH PUBLIC LIBRARY FOUNDATION

presents

FINANCIAL WORKSHOPS - IT'S YOUR ESTATE
April 17 – May 22, 2023
Every Mondays 10:00am – 11:30am
FREE EVENT

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

 

Peter Kote, founder of the workshop series and former charitable planning specialist, started with a simple idea: if people knew more about money and estate planning, a greater percentage of individuals would be willing to make a gift through their estate plan. After teaching the program to faculty members at Long Beach State University, Peter recognized the overwhelming need for unbiased financial planning education. Since its fruition, the workshops have grown in size and in popularity. Peter won the Financial Planning Association’s “Heart of Financial Planning Distinguished Service Award” for the Orange County workshops.

 

Questions?

Contact:  Director of Programs – Kunga Wangmo at 949-717-3818 or programs@nbplf.foundation

For more information:https://nbplf.foundation/programs/financial-literacy-workshops/

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