Financial Literacy Workshops

It’s Your Money!

October 2 – November 6, 2023
Every Mondays 10am – 11:30am
FREE EVENT

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 Instructor
October 2 Overview & Tax Changes Marty McNamara
October 9 Financial Planning I Susan Niedwick
October 16 Medical Care Planning TBD
October 23 Investment World Laura Tarbox
October 30 Equity & Fixed Income Investing Jeremy Lau
November 6 Financial Planning II Danielle Bronner
Peter Kote

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, October 2 – November 6, 2023
  • 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

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.

Additional Parking

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.

Become a Library Foundation member