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It's Your Estate: Trustee and Executor Duties

Newport Beach Public Library Foundation presents "It's Your Estate" Financial Workshops with financial planning specialist Peter Kote.  This series of financial workshops  takes place over an 8-week period via ZOOM. 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. These programs are updated regularly to stay current with tax law, codes, and trends.

To register for this course click HERE

 Wednesdays at 1:30pm

September 23 Introduction: Estate Test & Tax Update
September 30 Estate Planning Basics
October 7 Planning for Incapacity
October 14 Living Trusts
October 21 Charitable Giving
October 28 Retirement Account
November 4 Trustee and Executor Duties
November 11 Case Study and Review


Course Materials
Weekly handouts will be available for download at http://materials.itsyourmoneyandestate.org/

Reservation Confirmation
Your confirmation email will include an invitation to a special orientation session about using ZOOM on September 22 and 23 at 10:30am.  

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