It’s Your Money -- It’s Your Estate
Educational Workshop Series
Sponsored by Mission Hospital Foundation
Objective: To promote self-awareness of financial and estate planning matters; learn practical suggestions on how to identify competent, ethical advisors and encourage tax-wise charitable giving to organizations that embrace and reflect your values and interests.Workshops are moderated by Peter Kote, J.D. They ARE STRICTLY educational. Rest assured, NO financial products will be sold, NO professional will receive your mailing address or phone number and NO one will solicit a donation. It is our hope that these workshops will provide you an opportunity to obtain valuable information.
To enroll or for questions:
Call: Jim Frey, (949) 364- 4848
Email: [email protected]
City | Newport Beach 949-548-2411 |
Workshop | “It’s Your Estate!” |
Venue | Newport Beach Central Library 1000 Avocado Street |
Day and Time | Mondays, March 31 – May 19 10:00 AM to 11:30 AM |
Date | Session | Speaker | ||
03-30-15 | Introduction & Quiz | Peter Kote | ||
03-30-15 | Introduction & Quiz | Peter Kote | ||
04-06-15 | Estate Planning Basics | Bailey Smith | ||
04-13-15 | AHCD, Power of Attorney, Conservator | Dennis Jensen | ||
04-20-15 | Living Trusts & More | Zeb Law | ||
04-27-15 | Charitable Income & Tax Planning Issues | David Moore | ||
05-04-15 | IRA & Retirement Plan Distributions | Michael Simon | ||
05-11-15 | The Role of a Trustee & Executor | Peter Kote & Mark Hardtke | ||
05-18-15 | Case Study/Review | Peter Kote & Mark Powell |
City | Laguna Niguel 949-425-5151 |
Workshop | “It’s Your Money!” |
Venue | Sea Country Center 24602 Aliso Creek Road |
Day and Time | Tuesdays, April 7 – June 2 1:00 PM to 2:30 PM |
Date | Session | Speaker | ||
04-07-15 | Introduction & Quiz | Richard Huntington | ||
04-14-15 | Annuities & Mutual Funds | Richard Huntington | ||
04-21-15 | Financial Planning I | William Cuthbertson | ||
04-28-15 | Financial Planning II | William Cuthbertson | ||
05-12-15 | Long Term Care | Carole Ann Burr | ||
05-19-15 | Fixed income Investing | Scott Walker | ||
05-26-15 | EquityInvesting | Wade Slome | ||
06-02-15 | The Big Take Away (contest) | Kirk Ito |
City | Dana Point 949-496-2274 |
Workshop | “It’s Your Estate!” |
Venue | Ocean Institute 24200 Dana Point Harbor Drive |
Day and Time | Thursdays, April 2 – May 21 1:30 PM to 3:00 PM |
Date | Session | Speaker | ||
04-02-15 | Introduction & Quiz | Peter Kote | ||
04-09-15 | Estate Planning Basics | John Minnott | ||
04-16-15 | AHCD, Power of Attorney, Conservator | Edward Pernal | ||
04-23-15 | Living Trusts & More | Jeff Hartmann | ||
04-30-15 | Charitable Income & Tax Planning Issues | David Moore | ||
05-07-15 | IRA & Retirement Plan Distributions | John Stifter | ||
05-14-15 | The Role of a Trustee & Executor | Peter Kote & Mark Hardtke | ||
05-21-15 | Case Study/Review | Peter Kote |
City | Mission Viejo 949-470-3062 |
Workshop | “It’s Your Estate!” |
Venue | Norman P. Murray Senior Center 24932 Veterans Way |
Day and Time | Fridays, April 3 – May 29 10:00 AM to 11:30 AM |
Date | Session | Speaker | ||
04-03-15 | Introduction & Quiz | Richard Huntington | ||
04-10-15 | Estate Planning Basics | Lynee Kniss | ||
04-17-15 | AHCD, Power of Attorney, Conservator | Amy Haupert | ||
04-24-15 | Living Trust & More | James Leese | ||
05-01-15 | Charitable Income & Tax Planning Issues | Jim Frey | ||
05-15-15 | IRA & Retirement Plan Distributions | Michael Simon | ||
05-22-15 | The Role of a Trustee & Executor | Richard Huntington | ||
05-29-15 | Case Study/Review | Richard Huntington & Steve Bemis |
City | Laguna Beach 949-715-8223 |
Workshop | “It’s Your Money!” |
Venue | Laguna Beach Senior Center 380 Third Street |
Day and Time | Fridays, April 3 – May 22 1:30 PM to 3:00 PM |
Date | Session | Speaker | ||
04-03-15 | Introduction & Quiz | Peter Kote | ||
04-10-15 | Annuities & Mutual Funds | Peter Kote | ||
04-17-15 | Financial Planning I | Laura Tarbox | ||
04-24-15 | Financial Planning II | Laura Tarbox | ||
05-01-15 | Long Term Care | Andrea Deerhart | ||
05-08-15 | Fixed Income Investing | Jim Fletcher | ||
05-15-15 | Equity Investing | Matt Balaker | ||
05-22-15 | The Big Take Away (contest) | Daniel Sexton & Kirk Ito |
About our Workshops
No commercial or for-profit sponsors; No speaker will receive attendees’ name, address or phone number; No financial or insurance product will be sold; No charity will solicit you for a donation.
It’s Your Money
The “It’s Your Money!” sessions cover the business of money; 12 hours of objective education over an 8 week period. Our instructors are local FEE ONLY financial advisors who all act in a fiduciary capacity with their clients. None of our speakers are licensed to sell any financial products. You will learn how they charge and the steps you need to take on your financial plan with or without a professional. We take the “secret sauce” out of investing and allow you to make competent decisions that reflect your financial goals.
It’s Your Estate
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 12 hours of objective education over an 8 week period, 1 ½ hours per week. Each attorney explains their fees in detail and they do not receive your contact information.
The “It’s Your Money!” sessions cover the business of money; 12 hours of objective education over an 8 week period. Our instructors are local FEE ONLY financial advisors who all act in a fiduciary capacity with their clients. None of our speakers are licensed to sell any financial products. You will learn how they charge and the steps you need to take on your financial plan with or without a professional. We take the “secret sauce” out of investing and allow you to make competent decisions that reflect your financial goals.
It’s Your Estate
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 12 hours of objective education over an 8 week period, 1 ½ hours per week. Each attorney explains their fees in detail and they do not receive your contact information.
Financial Empowerment & Estate Literacy, Inc.
Mission
To provide the resources people need to make confident financial, estate & charitable decisions.
Purpose
We are a not-for-profit community resource center, filled with financial and estate planning education that, at all times, will focus on what is in your best interest. If desired, you can be introduced to local, competent and ethical advisors. We encourage tax-wise charitable giving that reflect your core values.
Origin
Peter Kote, founder of the workshop series and former planned giving director, started with a simple idea 20 years ago: if people knew more about money and estate planning, a greater percentage of individuals would be willing to make a planned gift.
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 popularity. In 2008, Peter won the Financial Planning Association’s “Heart of Financial Planning Distinguished Service Award” for the Orange County workshops. As of October, 2012 the workshop series has officially incorporated as a nonprofit.