• 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.

OUR MISSION – To promote self-awareness of our own financial and estate plans; learn practical suggestions on how to find competent and ethical advisors and encourage tax-wise charitable giving.

CHARITABLE SPONSORS: The Ocean Institute, Laguna Canyon Foundation, Community Foundation of the Jewish Federation of Orange County, American Heart Association, Orange County Community Foundation, Laguna Moulton Playhouse, KOCE-TV, Arthritis Foundation, Child Abuse Prevention Center of Orange County, Great Park Conservancy and St. Joseph Hospital Foundation.  

Newport Beach Library – It’s Your Money (Mondays 10:00 AM to 11:30 AM) Friends Community Room, 1000 Avocado, Newport Beach RESERVATIONS – Call Tracy Keys at the Library Foundation (949) 717-3890

09-08-08 Introduction/Quiz – Peter Kote
09-15-08 Annuities, Mutual Funds – Peter Kote
09-22-08 Financial Planning, Part I – Laura Tarbox
09-29-08 Financial Planning, Part II – Laura Tarbox
10-06-08 Long Term Care – Carole Ann Burr
10-13-08 Equity Investing – Jason Sherr
10-20-08 Fixed Income Investing – Patrick Powers
10-27-08 Investment Rules and Stock Market Contest – Peter Kote & John Prichard

Lakeview Senior Center - It’s Your Estate (Mondays 1:30 PM to 3:00 PM)
20 Lake Road Irvine RESERVATIONS – Call the Keen Center at (949) 724-6926

09-08-08 Introduction/Quiz – Peter Kote
09-15-08 Estate Planning Basics – Valisa Carney
09-22-08 Advanced Health Care Directive; Conservatorship & Power of Attorney over Assets – Susanne Tague
09-29-08 Advanced Estate Planning – Mark Powell
10-06-08 Charitable Income & Tax Planning Issue – Steve Marken
10-13-08 IRA; 401k; 403b and 457 plans distributions – David Harrison
10-20-08 Being a Trustee & Executor – Peter Kote & Ken Peterson
10-27-08 Case Study/Review  

Casa Romantica Cultural Center & Gardens – It’s Your Estate (Tuesdays 10:00 AM to 11:30 AM)
415 Avenida Granada, San Clemente, CA 92672 RESERVATIONS: Call Noreen at (949) 498-2139 ext. 10

09-16-08 Introduction/Quiz – Peter Kote
09-23-08 Estate Planning Basics – Edward Pernal
09-30-08 Advanced Health Care Directive; Conservatorship & Power of Attorney over Assets – Joseph Geis
10-07-08 Advanced Estate Planning – Brian Mandel
10-14-08 IRA; 401k; 403b and 457 plans distributions – David Harrison
10-21-08 Charitable Income & Tax Planning Issue – Steve Marken
10-28-08 Being a Trustee & Executor – Peter Kote & Ken Peterson
11-04-08 Case Study/Review

Laguna Hills Florence Sylvester Senior Center – It’s Your Estate (Tuesdays 2:30 PM to 4:00 PM) 23721 Moulton Pkwy Laguna Hills, CA 92653 RESERVATIONS: Call Guine at 949.497.8324

9-16-08 Introduction/Quiz – Peter Kote
9-23-08 Estate Planning Basics – Teresa Gorman
9-30-08 Advanced Health Care Directive; Conservatorship & Power of Attorney over Assets – Donna Bashaw
10-07-08 Advanced Estate Planning – James Leese
10-14-08 IRA; 401k; 403b and 457 plans distributions – David Harrison
10-21-08 Charitable Income & Tax Planning Issue – Steve Marken
10-28-08 Being a Trustee & Executor – Peter Kote & Ken Peterson
11-04-08 Case Study/Review

Orange Public Library - It’s Your Estate (Wednesdays 10:30 AM – 12:00 AM) 407 Chapman Avenue RESERVATIONS: Call Julie Kramer at (714) 288-2470

09-10-08 Introduction/Quiz – Peter Kote
09-17-08 Estate Planning Basics – Robert Hales
09-24-08 Advanced Health Care Directive; Conservatorship & Power of Attorney over Assets – Lorna Greenhill
10-01-08 Advanced Estate Planning – Jessica Dorman Davis
10-08-08 Charitable Income & Tax Planning Issue – Carolyn White & Amanda Ferrari
10-15-08 IRA; 401k; 403b and 457 plans distributions – David Harrison
10-22-08 Being a Trustee & Executor – Peter Kote & Ken Peterson
10-29-08 Case Study/Review

Dana Point – It’s Your Money (Thursday 10:00 AM to 11:30 AM)
Ocean Institute 24200 Dana Point Harbor Drive RESERVATIONS – Call the Institute (949) 496-2274

09-25-08 Introduction/Quiz – Peter Kote
10-02-08 Annuities and Mutual Funds – Peter Kote
10-09-08 Financial Planning, Part I –William Cuthbertson
10-16-08 Financial Planning, Part II – David Duttenhofer
10-23-08 Long Term Care – Carole Ann Burr
10-30-08 Equity Investing – Patrick Powers
11-06-08 Fixed Income Investing – Patrick Powers
11-13-08 Investment Rules and Stock Market Contest – Peter Kote & David Duttenhofer

Fullerton Senior Center – It’s Your Money (Thursday 2:00 to 3:30 PM Fullerton Multi-Service Center 340 W. Commonwealth Ave, Fullerton RESERVATIONS – 714.738.6305

09-04-08 Introduction/Quiz – Peter Kote
09-11-08 Annuities and Mutual Funds – Peter Kote
09-18-08Financial Planning, Part I – Scott Rojas
09-25-08 Financial Planning, Part II – Scott Rojas
10-02-08 Long Term Care – Carole Ann Burr
10-09-08 Equity Investing – Patrick Powers
10-16-08 Fixed Income Investing – Patrick Powers
10-23-08 Investment Rules and Stock Market Contest – Peter Kote & David Duttenhofer

Norman P. Murray Community & Senior Center - It’s Your Money (Fridays 10:00 AM to 11:30 AM) 24932 Veterans Way, Mission Viejo RESERVATIONS – Call the Senior Center:  949.470.3062

09-12-08 Introduction/Quiz – Peter Kote
09-19-08 Annuities & Mutual Funds – Peter Kote
09-26-08 Financial Planning, Part I – Mark Rylance
10-03-08 Financial Planning, Part II – Mark Rylance
10-10-08 Long Term Care – Carole Ann Burr
10-17-08 Equity Investing – Patrick Powers
10-24-08 Fixed Income Investing – Scott Walker
10-31-08 Investment Rules and Stock Market Contest – Peter Kote & David Duttenhofer