It’s Your Estate: Ocean Institute to Present Free Estate Planning Workshops

March 25, 2010, 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 8 – May 27, 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 8 Introduction/Quiz - Peter Kote

April 15 Estate Planning Basics – Timothy Pickart

April 22 Advanced Health Care Directive; Conservatorship & Power of Attorney over Assets – Lee Anderson

April 29 Advanced Estate Planning – James Leese

May 6 Charitable Income & Tax Planning Issues
Roland Ho & Jeff Swanson

May 13 IRA; 401k; 403b and 457 Plans Distributions – Toni DeGasperin

May 20 The Role of a Trustee & Executor – Peter Kote

May 27 Case Study/Review - Peter Kote

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