It’s Your Estate: Ocean Institute to Present Free Estate Planning Workshops
March 12, 2009, NEWPORT BEACH, Calif. – The Ocean Institute is pleased to present a free series of estate planning workshops moderated by private fiduciary Peter Kote on consecutive Mondays, April 13-June 8, 1:30 – 3 p.m. (except May 25). The purpose of the series is to promote awareness of financial and estate plans, show how to find competent and ethical advisors and teach about tax-wise charitable giving. Topics include:
April 13 – Introduction/Quiz, Peter Kote
April 20 – Estate Planning Basics, Richard Ashworth
April 27 – Advanced Heath Care Directive; Conservatorship & Power of Attorney Over Assets, Donna Bashaw
May 4 – Advanced Estate Planning, Leslie Daff
May 11 – IRA; 401k, 403b,and 457 plans distributions, Toni Degasperin
May 18 – Charitable Income and Tax Planning Issue, Jeff Swanson
June 1 – Being a Trustee and Executor, Peter Kote and Leonard Whitehorn
June 8 – Case Study/Review
Workshops will be held at the Ocean Institute, 24200 Dana Point Harbor Dr., Dana Point. Register by contacting Penny Mangione, pmangione@ocean-institute.org or call (949) 496-2274, ext. 111.
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.
2008 Business of the Year – The Dana Point Chamber of Commerce has selected the Ocean Institute as Dana Point’s “Business of the Year.” The award recognizes the positive contribution the Ocean Institute has made to the Dana Point community.
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