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:

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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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/

LOCATION:Newport Beach Central Library\, Friends Meeting Room\, 1000 Avocado Avenue Newport Beach\, California 92660 CLASS:PUBLIC END:VEVENT END:VCALENDAR