Financial Literacy Workshops
It’s Your Money!
September 20 – November 8, 2021
Every Monday 10am – 11:30am
FREE EVENT
The “It’s Your Money!” sessions cover the business of money; 12 hours of objective education over an 8-week period. Our instructors are local FEE ONLY financial advisors 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 the steps you need to take on your financial plan with or without a professional.
| Schedule | Topic |
|---|---|
| September 20 | Introduction and Tax Update with presenter Patrick Chu |
| September 27 | Annuities and Mutual Funds with presenter Paul Horn |
| October 4 | Financial Planning I: Goals and Your Assets with presenter Lauri Dubchansky |
| October 11 | Financial Planning II: Investing Your Money with presenter Lauri Dubchansky |
| October 18 | Medical Care Planning with presenter Michael Demoratz |
| October 25 | Equity Investing with presenter John Prichard |
| November 1 | Fixed Income Investing with presenter Mike Nozzarella |
| November 8 | It’s Your Money and Your Mind with presenter Mark Rylance |
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
- 8 Mondays, September 20 – November 8, 2021
- 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
Mask are required for unvaccinated individuals and recommended for all attendees for indoor events
Newport Beach Public Library Foundation follows the State of California guidelines for indoor gatherings, and we are staying informed on all the latest requirements. We will email all attendees with the latest information one week before the event.
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.