BEGIN:VCALENDAR VERSION:2.0 PRODID:Newport Beach Library Calendar Creator METHOD:PUBLISH BEGIN:VEVENT DTSTAMP:20180813T152841 DTSTART:20181029T100000 DTEND:20181029T113000 SUMMARY:It's Your Money Workshop DESCRIPTION:
This annual eight-week series of workshops provides attendees with education and practical solutions to financial and estate planning issues, so they can be in charge of their estates during their lifetimes and beyond.
These free workshops are presented as a community service—for education only. Nothing will be sold, and professional advisors will not be given attendees’ contact information.
Series moderator is Peter Kote, award-winning founder of Professional Fiduciary Services, which provides trustee, executor services and charitable counseling for individuals and organizations. He will lead these workshops with the assistance of other financial experts.
Mondays 10:00am - 11:30am. Everyone welcome. Free to public. Suggested donation: $15.
Presented by the NBPL Foundation
9-10-2018 9-17-2018 9-24-2018 10-1-2018 10-8-2018 10-15-2018 10-22-2018 10-29-2018 | Introduction and New Tax Law Sales Game; An Insider Tale Financial Planning l Financial Planning ll Medical Care Planning Equity Investing Fixed Income Investing The Big Take Away & Contest | Peter Kote/Mark Prendergast/Mark Rutter Wes Long Laura Tarbox Laura Tarbox Peter Kote/Lee-Anne Godfrey Mark Hebner Scott Anderson/Julianna Bray Neal Rutter/Patrick Stark/Mark Rylance/John Prichard |
This annual eight-week series of workshops provides attendees with education and practical solutions to financial and estate planning issues, so they can be in charge of their estates during their lifetimes and beyond.
These free workshops are presented as a community service—for education only. Nothing will be sold, and professional advisors will not be given attendees’ contact information.
Series moderator is Peter Kote, award-winning founder of Professional Fiduciary Services, which provides trustee, executor services and charitable counseling for individuals and organizations. He will lead these workshops with the assistance of other financial experts.
Mondays 10:00am - 11:30am. Everyone welcome. Free to public. Suggested donation: $15.
Presented by the NBPL Foundation
9-10-2018 9-17-2018 9-24-2018 10-1-2018 10-8-2018 10-15-2018 10-22-2018 10-29-2018 | Introduction and New Tax Law Sales Game; An Insider Tale Financial Planning l Financial Planning ll Medical Care Planning Equity Investing Fixed Income Investing The Big Take Away & Contest | Peter Kote/Mark Prendergast/Mark Rutter Wes Long Laura Tarbox Laura Tarbox Peter Kote/Lee-Anne Godfrey Mark Hebner Scott Anderson/Julianna Bray Neal Rutter/Patrick Stark/Mark Rylance/John Prichard |