March 29, 2012, Dana Point, CA – A free eight-week “It’s Your Estate” workshop series will be held at the Ocean Institute on successive Tuesdays, April 3 – May 29, 2-3:30 p.m. In its 10th year, the series will be moderated by Peter Kote, JD, a professional fiduciary in Laguna Hills. Kote is the 2008 recipient of the national Distinguished Financial Planner award from the Financial Planning Association.
The workshop is sponsored by charitable organizations to provide a safe, comfortable environment in which to learn how to control your money. It is purely an educational program. There will be no selling of financial products. The program’s goal is to promote self-awareness of your financial and estate plans, learn practical suggestions on how to find competent and ethical advisors and encourage tax-wise charitable giving. The topics include:
April 3 Introduction and quiz
April 10 Estate Planning Basics
April 17 Advanced Health Care Directive; Conservatorship
April 24 Advanced Estate Planning
(no May 1 workshop)
May 8 Charitable Income & Tax Planning
Mary 15 IRA, 401K, 403b and 457 Plans Distributions
May 22 The Role of a Trustee and Executor
May 29 Case Study/Review
For reservations, call Penny Mangione at 949-496-2274, ext. 111 or email at pmangione@ocean-institute.org
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.
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Jim Graves
