Financial Literacy Workshops
It’s Your Estate!
April 15 – May 20, 2024
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. We provide 9 hours of objective education over an 6-week period, 1 ½ hours per week. Each attorney explains their fees in detail, and they do not receive your contact information.
| 15-Apr | Overview & Estate Law Changes | Daryl Miller |
| 22-Apr | Health Care & Power of Attorney | Christina McGonigle |
| 29-Apr | Wills & Trusts | Steve Giammichele |
| 6-May | Charitable Opportunities | Don Vivrette |
| 13-May | Retirement Asset Planning | Michael Simon |
| 20-May | Estate Administration | Richard, Trevor & Pete |
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.
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.