Financial Literacy Workshops
It’s Your Estate!
March 24 – April 28, 2025
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 24 | Overview & Estate Law Changes |
| March 31 | Health Care & Power of Attorney |
| April 7 | Wills & Trusts |
| April 14 | Retirement Asset Planning |
| April 21 | Charitable Opportunities |
| April 28 | Estate Administration |
This is a one-time registration for all the sessions of It’s Your Estate workshop. You do not have to attend all the sessions.
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 24 – April 28, 2025
- 10:00am to 11:30am
- Friends Room at the Central Library (IN-PERSON EVENT)
- Central Library, 1000 Avocado Ave, Newport Beach CA 92660
- Free admission (suggested $10 donation) and refreshments
- Free parking on ground level and in parking structure
The upcoming construction of Witte Hall will temporarily disrupt parking in the main lot of the Central Library with limited spaces available. There are additional parking located in the Civic Center parking structure.
Questions?
Contact Director of Programs Kunga Wangmo at 949-717-3818 or [email protected]
This program is made possible by the members of the NBPL Foundation, 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 [email protected] about program sponsorship opportunities.