BEGIN:VCALENDAR
VERSION:2.0
PRODID:City of Newport Beach Calendar Creator
METHOD:PUBLISH
BEGIN:VEVENT
DTSTAMP:20190401T105953
DTSTART:20190401T100000
DTEND:20190401T110000
SUMMARY:It's Your Estate: Introduction and Tax Update
DESCRIPTION:<p style=""><strong>FINANCIAL WORKSHOPS<br>IT'S YOUR ESTATE</strong><br><br>This annual eight-week series of workshops provides attendees with education and practical solutions to financial and estate planning issues, so they can be in charge of their estates during their lifetimes and beyond.<br><br>These free workshops are presented as a community service—for education only.&nbsp; Nothing will be sold, and professional advisors will not be given attendees’ contact information.<br><br>Series moderator is Peter Kote, award-winning founder of Professional Fiduciary Services, which provides trustee, executor services and charitable counseling for individuals and organizations.&nbsp; He will lead these workshops with the assistance of other financial experts.<br><br>This program made possible by the <a href="http://www.nbplfoundation.org/content/Financial-Workshops.html" target="_blank">Newport Beach Public Library Foundation</a><br><br>No reservations needed<br><br>Mondays, April 1 through May 20, 2019<br>10:00am - 11:30am<br><br>April 1, 2019:&nbsp; Introduction and Tax Update, presented by Zeb Law &amp; Peter Kote<br>April 8, 2019:&nbsp; Estate Planning Basics presented by Carl Wayne<br>April 15, 2019:&nbsp; Planning for Incapacity presented by Dennis Jensen<br>April 22, 2019:&nbsp; Living Trust and Beyond presented by Timothy McElfish<br>April 29, 2019:&nbsp; Estate Planning for IRAs &amp; Retirement Plans presented by Michael Simon<br>May 6, 2019:&nbsp; Charitable Income &amp; Tax Planning Basics presented by Tony Truong<br>May 13, 2019:&nbsp; The Role of a Trustee &amp; Executor presented by Peter Kote<br>May 20, 2019:&nbsp; Case Study/Review presented by Steve Bemis &amp; Peter Kote</p>
X-ALT-DESC;FMTTYPE=text/html:<p style=""><strong>FINANCIAL WORKSHOPS<br>IT'S YOUR ESTATE</strong><br><br>This annual eight-week series of workshops provides attendees with education and practical solutions to financial and estate planning issues, so they can be in charge of their estates during their lifetimes and beyond.<br><br>These free workshops are presented as a community service—for education only.&nbsp; Nothing will be sold, and professional advisors will not be given attendees’ contact information.<br><br>Series moderator is Peter Kote, award-winning founder of Professional Fiduciary Services, which provides trustee, executor services and charitable counseling for individuals and organizations.&nbsp; He will lead these workshops with the assistance of other financial experts.<br><br>This program made possible by the <a href="http://www.nbplfoundation.org/content/Financial-Workshops.html" target="_blank">Newport Beach Public Library Foundation</a><br><br>No reservations needed<br><br>Mondays, April 1 through May 20, 2019<br>10:00am - 11:30am<br><br>April 1, 2019:&nbsp; Introduction and Tax Update, presented by Zeb Law &amp; Peter Kote<br>April 8, 2019:&nbsp; Estate Planning Basics presented by Carl Wayne<br>April 15, 2019:&nbsp; Planning for Incapacity presented by Dennis Jensen<br>April 22, 2019:&nbsp; Living Trust and Beyond presented by Timothy McElfish<br>April 29, 2019:&nbsp; Estate Planning for IRAs &amp; Retirement Plans presented by Michael Simon<br>May 6, 2019:&nbsp; Charitable Income &amp; Tax Planning Basics presented by Tony Truong<br>May 13, 2019:&nbsp; The Role of a Trustee &amp; Executor presented by Peter Kote<br>May 20, 2019:&nbsp; Case Study/Review presented by Steve Bemis &amp; Peter Kote</p>
LOCATION:Newport Beach Central Library\, Friends Meeting Room\, 1000 Avocado Avenue Newport Beach\, California 92660
CLASS:PUBLIC
END:VEVENT
END:VCALENDAR