Financial Literacy Workshops
It’s Your Estate!
April 17 – May 22, 2023
Every Mondays 10am – 11:30am
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.
|April 17||Overview & Estate Law Changes|
|April 24||Health Care & Power of Attorney|
|May 1||Wills & Trusts|
|May 8||Retirement Asset Planning|
|May 15||Charitable Opportunities|
|May 22||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.