Financial Literacy Workshops
It’s Your Estate!
March 23 – April 27, 2026
Every Mondays 10am – 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.
| Schedule | Topic |
|---|---|
| March 23 | Overview & Estate Law Changes |
| March 30 | Health Care & Power of Attorney |
| April 6 | Wills & Trusts |
| April 13 | Retirement Asset Planning |
| April 20 | Charitable Opportunities |
| April 27 | 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.
Program Details
- 6 Mondays, March 23 – April 27, 2026
- 10:00am to 11:30am
- Civic Center Community Room (IN-PERSON EVENT)
- 100 Civic Center Drive, Newport Beach CA 92660
- Free admission (suggested $10 donation) and refreshments
- Free parking on ground level and in parking structure
Questions?
Contact Director of Programs – Kunga Wangmo at 949-717-3818 or programs@LibraryFoundationNB.org
This program is made possible by the members of the Library Foundation of Newport Beach, a 501(c)3 nonprofit organization. If you would like to underwrite this program and support the library, please join the Library Foundation today! or contact Jerold D Kappel at 949-717-3890 or jkappel@libraryfoundationNB.org about program sponsorship opportunities.