It’s Your Money: Ocean Institute to Present Free Estate Planning Workshops
DANA POINT, Calif. – The Ocean Institute is pleased to offer a free series of financial workshops moderated by private fiduciary, Peter C. Kote, recipient of the national Distinguished Financial Planner Award from the Financial Planning Association in 2008. The goal is to educate attendees on ways to plan for their financial future and how to find competent professionals who have their best interests in mind. Workshops are held at the Ocean Institute Thursdays, September 24 – November 12, 9:30 a.m. – 11 a.m. To register, please contact Penny Mangione at pmangione@ocean-institute.org or (949) 496-2274, ext. 111. Additional information is available at www.ocean-institute.org.
September 24 – Introduction/Quiz, Peter Kote
October 1 – Annuities and Mutual Funds, Peter Kote
October 8 – Financial Planning, Part I, Mark Wilson
October 15 – Financial Planning, Part II, Mark Wilson
October 22 – Long Term Care, Carole Ann Burr
October 29 – Equity Investing, William Cuthbertson
November 5 – Fixed Income Investing, Scott Walker
November 12 – Investment Rules and Stock Market Contest, Peter Kote and David Duttenhof
Founded in 1977, the Ocean Institute is a non-profit organization dedicated to ocean preservation through education, setting the standard for educational excellence and serving as a leading resource for universities, museums, teachers and all others seeking to increase their knowledge of the ocean. The Ocean Institute is open to the general public on weekends, 10 a.m. – 3 p.m. Cost: $6.50 adults, $4.50 children (ages 4-12), Ocean Institute members free. Unique maritime and ocean-themed items are available in the Chambers Gallery everyday, 9 a.m. – 6 p.m. Institute address: 24200 Dana Point Harbor Dr., Dana Point. Website: www.ocean-institute.org. Phone number: (949) 496-2274.
