BEGIN:VCALENDAR VERSION:2.0 PRODID:Newport Beach Library Calendar Creator METHOD:PUBLISH BEGIN:VEVENT DTSTAMP:20230330T154225 DTSTART:20230515T100000 DTEND:20230515T113000 SUMMARY:Financial Workshop - It's Your Estate DESCRIPTION:
presents
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.
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 |
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/
X-ALT-DESC;FMTTYPE=text/html:presents
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.
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 |
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/
LOCATION:Newport Beach Central Library\, Friends Meeting Room\, 1000 Avocado Avenue Newport Beach\, California 92660 CLASS:PUBLIC END:VEVENT END:VCALENDAR