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"It's Your Estate!"

It’s Your Estate Mondays, April 2– May 21, 10:00-11:30 am Central Library Friends Room.  This annual eight-week series of workshops provides attendees with education and practical solutions to financial and estate planning issues.  These free workshops are presented as a community service—for education only.  Series moderator is Peter Kote, founder of Professional Fiduciary Services.  

  • Doors open at 9:45 a.m.; no reserved seating
  • FREE.  Suggested donation:  $10 at the door
  • Attendance at all sessions is NOT required
  • Schedule:
    • April  2          Introduction & Quiz
    • April 9           Estate Planning Basics
    • April 16         Planning for Incapacity
    • April 23         Living Trusts
    • April 30         Charitable Income & Tax Planning Issues
    • May 7            IRA & Retirement Plan Distributions
    • May 14         The Role of a Trustee & Executor
    • May 21         Case Study & Review

Presented by the Newport Beach Public Library Foundation nbplfoundation.org

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