Financial Literacy Workshops
It’s Your Money!
September 29 – November 3, 2025
Every Mondays 10am – 11:30am
FREE EVENT
Civic Center Community Room
The “It’s Your Money!” sessions cover the business of money; 9 hours of objective education over a 6-week period. The instructors are local FEE ONLY financial advisors who all act in a fiduciary capacity with their clients. None of the speakers are licensed to sell any financial products. You will learn how they charge and the steps you need to take on your financial plan with or without a professional.
| Schedule | Topic |
|---|---|
| September 29 | Overview & Tax Changes |
| October 6 | Financial Planning I |
| October 13 | Medical Care Planning |
| October 20 | Investment World |
| October 27 | Equity & Fixed Income Investing |
| November 3 | Financial Planning II |
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, September 29 – November 3, 2025
- 10:00am to 11:30am
- Civic Center Community Room, 100 Civic Center Drive, Newport Beach
- Free admission (suggested $10 donation) and refreshments
- Free parking in the civic center 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 programs@nbplf.foundation
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 jkappel@nbplf.foundation about program sponsorship opportunities.