BEGIN:VCALENDAR
VERSION:2.0
PRODID:City of Newport Beach Calendar Creator
METHOD:PUBLISH
BEGIN:VEVENT
DTSTAMP:20200827T122238
DTSTART:20201014T133000
DTEND:20201014T143000
SUMMARY:It's Your Estate: Living Trusts
DESCRIPTION:<p>Newport Beach Public Library Foundation presents "It's Your Estate" Financial Workshops with financial planning specialist Peter Kote.&nbsp;&nbsp;This series of financial workshops&nbsp; 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.</p><p><strong>IT’S YOUR ESTATE</strong><br>To register for this course click&nbsp;<a href="https://us02web.zoom.us/webinar/register/WN_BwcVdK_yRci2AycmP8apiw" target="_blank">HERE</a></p><p><strong>&nbsp;Wednesdays at 1:30pm</strong></p><table style="width: 558px; height: 220px;">    <tbody>        <tr>            <td>September 23</td>            <td>Introduction: Estate Test &amp; Tax Update</td>        </tr>        <tr>            <td>September 30</td>            <td>Estate Planning Basics</td>        </tr>        <tr>            <td>October 7</td>            <td>Planning for Incapacity</td>        </tr>        <tr>            <td><strong>October 14</strong></td>            <td><strong>Living Trusts</strong></td>        </tr>        <tr>            <td>October 21</td>            <td>Charitable Giving</td>        </tr>        <tr>            <td>October 28</td>            <td>Retirement Account</td>        </tr>        <tr>            <td>November 4</td>            <td>Trustee and Executor Duties</td>        </tr>        <tr>            <td>November 11</td>            <td>Case Study and Review</td>        </tr>    </tbody></table><p><strong>&nbsp;</strong></p><p><strong>Course Materials</strong><br>Weekly handouts will be available for download at&nbsp;<a href="http://materials.itsyourmoneyandestate.org/" target="_blank">http://materials.itsyourmoneyandestate.org/</a></p><p><strong>Reservation Confirmation</strong><br>Your confirmation email will include an invitation to a special orientation session about using ZOOM on September 22 and 23 at 10:30am.&nbsp;&nbsp;</p>
X-ALT-DESC;FMTTYPE=text/html:<p>Newport Beach Public Library Foundation presents "It's Your Estate" Financial Workshops with financial planning specialist Peter Kote.&nbsp;&nbsp;This series of financial workshops&nbsp; 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.</p><p><strong>IT’S YOUR ESTATE</strong><br>To register for this course click&nbsp;<a href="https://us02web.zoom.us/webinar/register/WN_BwcVdK_yRci2AycmP8apiw" target="_blank">HERE</a></p><p><strong>&nbsp;Wednesdays at 1:30pm</strong></p><table style="width: 558px; height: 220px;">    <tbody>        <tr>            <td>September 23</td>            <td>Introduction: Estate Test &amp; Tax Update</td>        </tr>        <tr>            <td>September 30</td>            <td>Estate Planning Basics</td>        </tr>        <tr>            <td>October 7</td>            <td>Planning for Incapacity</td>        </tr>        <tr>            <td><strong>October 14</strong></td>            <td><strong>Living Trusts</strong></td>        </tr>        <tr>            <td>October 21</td>            <td>Charitable Giving</td>        </tr>        <tr>            <td>October 28</td>            <td>Retirement Account</td>        </tr>        <tr>            <td>November 4</td>            <td>Trustee and Executor Duties</td>        </tr>        <tr>            <td>November 11</td>            <td>Case Study and Review</td>        </tr>    </tbody></table><p><strong>&nbsp;</strong></p><p><strong>Course Materials</strong><br>Weekly handouts will be available for download at&nbsp;<a href="http://materials.itsyourmoneyandestate.org/" target="_blank">http://materials.itsyourmoneyandestate.org/</a></p><p><strong>Reservation Confirmation</strong><br>Your confirmation email will include an invitation to a special orientation session about using ZOOM on September 22 and 23 at 10:30am.&nbsp;&nbsp;</p>
LOCATION:Zoom Meeting\, Zoom Meeting Newport Beach\, California 92660
CLASS:PUBLIC
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