Testimonials

 

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“It is our privilege to host Pete and his wonderful array of speakers.  It is such an incredible service [workshop series] to our members and the community at large and we feel privileged to be the lucky host!”

~Mariann Tracy

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Thank you so much for the series and for helping me with my Dad and sister. I did get Dad to a lawyer and the lawyer convinced us to set up a trust for her. I found a trustworthy neighbor to take them grocery shopping. It’s not perfect, but safer than it was. Your advice and the series was so helpful and timely.

~M. L. May 2011

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Your workshop last Fall there was so wonderful that it was like a life changing experience for me. I didn’t know anything about money, and your workshop opened my eyes. After the workshop I started understanding and controlling my financial life ….. and influenced by my interest, now my16 year-old son started interested in stocks and world economy, and spends hours for researching them, instead of doing his school homework…..:(

I am looking forward to attending this wonderful workshop again to keep learning in such fun and informative way, with great guest speakers and the greatest coordinator, Pete!!

~Keiko

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Observing the “It’s Your Money” and “It’s Your Estate” series unfold over the past several weeks, has helped me to understand your deep commitment to educate the public about:

how to work best with financial services professionals; the need to engage legal professionals to avoid conservatorship and probate; and for those of means, to introduce strategies that serve multiple constituencies -one’s family –one’s community- and oneself.

Pete, your programs fortify the participant to face the financial and life issues that many people would rather ignore.

Thank you for all of your efforts to bring these two programs to the community and thanks to your sponsors who help fill the seats in the room with eager and engaged learners

~Kim Selby

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Thank you for organizing and offering the two workshop series, “It’s Your Money” and “It’s Your Estate.”
Had I been able to attend sooner I would have made a lot of financial decisions differently!

~Julie Chan

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You are doing such a wonderful service for all of us with your helpful knowledge and insights. Your theory that giving charitable gifts makes a person feel happy must certainly be true, because I have never encounted a person with such a cheerful, happy mood at all times! It is a wonderful attribute, and reflects itself on others around you.

Keep up the good work! I really learned things and had fun doing do!

~Donna Robinson

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I’ve learned so such and have put it into action. You’ve saved my estate many dollars. You are the BEST!!

~Guido

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“Peter Kote is a wonderful ethical soul with a beautiful heart. On top of that he is extremely knowledgeable with regulations, financials, rights and case management.”

Well wishes,
~Andrea

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Congratulations on the completion of another great session of Estate Planning!

I didn’t get this all down on the evaluation form, but you can quote me:

“Peter Kote’s classes on Estate Planning and Financial Investing are the best bargains in town!  (No matter which town.)  Everyone worries about college for the kids.  But it’s the adults who need further education on how to manage their hard-earned money and prepare for their later years.  Peter will hold your interest with a fresh, humorous, honest and understandable approach to complex and vital money issues we all face.  And it’s free!  Definitely the best bargain in town!”

Many thanks for everything.

~Dariela

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My wife and I have been attending the workshops on “It’s Your Money” and “It’s Your Estate” a number of times. We found the material presented of great value and the guest speakers very knowledgable and informative. It was especially important that we were able to attend the sessions more than once since the material is complex and we were able to ask many questions. We plan to attend future workshops in Laguna and avail ourselves of the services offered for our consideration. Last, but not least, we enjoy the workshop presentations by Peter Kote who conducts the meetings with a sense of humor and clarity of purpose.

Both Workshop Series are a valuable service for the residents of Laguna Beach; we hope they will be continued.

~Mr. & Mrs. Roeder, Laguna Beach