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, April 7 – May 26, 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.
April 7 Introduction/Quiz – Peter Kote
April 14 Estate Planning Basics – Evelyn Leathers
April 21 Advanced Health Care Directive – Joseph Geis
April 28 Advanced Estate Planning – Timothy Pickard
May 5 Charitable Income & Tax Planning – Roland Ho & Jeff Swanson
May 12 IRA, 401k, 403b and 457 Plans – Bradley Erdosi
May 19 The Role of a Trustee & Executor – Peter Kote & Gary Van Arnam
May 26 Case Study/Review – Peter Kote
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. – 5 p.m. Institute address: 24200 Dana Point Harbor Dr., Dana Point. Website: www.ocean-institute.org. Phone number: (949) 496-2274.
Submitted By;
Jim Graves
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