BEGIN:VCALENDAR
VERSION:2.0
PRODID:City of Newport Beach Calendar Creator
METHOD:PUBLISH
BEGIN:VEVENT
DTSTAMP:20170407T123020
DTSTART:20170522T100000
DTEND:20170522T113000
SUMMARY:It's Your Estate
DESCRIPTION:<p style="text-align: left;">This annual eight-week series of workshops provides attendees with education and practical solutions to financial and estate planning issues so that they can be in charge of their estates during their lifetimes and beyond.<br>
<br>
These free workshops are presented as a community service—for education only. Nothing will be sold, and professional advisors will not be given attendees' contact information.</p>
<ul>
    <li>April 3 Introduction &amp; Quiz &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Peter Kote</li>
    <li>April 10 Estate Planning Basics &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Michael Vollmer</li>
    <li>April 17 Planning for Incapacity &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Teresa Gorman</li>
    <li>April 24 Living Trusts &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Jim Leese</li>
    <li>May 1 Charitable Income &amp; Tax Planning Issues &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; David Moore</li>
    <li>May 8 IRA &amp; Retirement Plan Distributions &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Michael Simon &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</li>
    <li>May 15 The Role of a Trustee &amp; Executor &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Susan Merritt &amp; Peter Kote</li>
    <li>May 22 Case Study &amp; Review &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Steve Bemis &amp; Peter Kote</li>
</ul>
<p>Series moderator is Peter Kote, founder of Professional Fiduciary Services, which provides trustee, executor services and charitable counseling for individuals and organizations. He will lead these workshops with the assistance of selected financial experts.</p>
<ul>
    <li>Doors open at 9:45 a.m.; no reserved seating</li>
    <li>FREE. Suggested donation: $10 at the door</li>
    <li>Attendance at all sessions is NOT required</li>
    <li>Information (949) 548-2411 or events@nbplfoundation.org</li>
</ul>
<p style="text-align: left;">This program is made possible by the Newport Beach Public Library Foundation.<br>
<a href="This annual eight-week series of workshops provides attendees with education and practical solutions to financial and estate planning issues so that they can be in charge of their estates during their lifetimes and beyond.  These free workshops are presented as a community service—for education only. Nothing will be sold, and professional advisors will not be given attendees' contact information.  April 3 Introduction &amp; Quiz April 10 Estate Planning Basics April 17 Planning for Incapacity April 24 Living Trusts May 1 Charitable Income &amp; Tax Planning Issues May 8 IRA &amp; Retirement Plan Distributions May 15 The Role of a Trustee &amp; Executor May 22 Case Study &amp; Review Series moderator is Peter Kote, founder of Professional Fiduciary Services, which provides trustee, executor services and charitable counseling for individuals and organizations. He will lead these workshops with the assistance of selected financial experts.  Doors open at 9:45 a.m.; no reserved seating FREE. Suggested donation: $10 at the door Attendance at all sessions is NOT required Information (949) 548-2411 or events@nbplfoundation.org  This program is made possible by the Newport Beach Public Library Foundation.  www.nbplfoundation.org" target="_blank">www.nbplfoundation.org</a></p>
X-ALT-DESC;FMTTYPE=text/html:<p style="text-align: left;">This annual eight-week series of workshops provides attendees with education and practical solutions to financial and estate planning issues so that they can be in charge of their estates during their lifetimes and beyond.<br>
<br>
These free workshops are presented as a community service—for education only. Nothing will be sold, and professional advisors will not be given attendees' contact information.</p>
<ul>
    <li>April 3 Introduction &amp; Quiz &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Peter Kote</li>
    <li>April 10 Estate Planning Basics &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Michael Vollmer</li>
    <li>April 17 Planning for Incapacity &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Teresa Gorman</li>
    <li>April 24 Living Trusts &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Jim Leese</li>
    <li>May 1 Charitable Income &amp; Tax Planning Issues &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; David Moore</li>
    <li>May 8 IRA &amp; Retirement Plan Distributions &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Michael Simon &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</li>
    <li>May 15 The Role of a Trustee &amp; Executor &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Susan Merritt &amp; Peter Kote</li>
    <li>May 22 Case Study &amp; Review &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Steve Bemis &amp; Peter Kote</li>
</ul>
<p>Series moderator is Peter Kote, founder of Professional Fiduciary Services, which provides trustee, executor services and charitable counseling for individuals and organizations. He will lead these workshops with the assistance of selected financial experts.</p>
<ul>
    <li>Doors open at 9:45 a.m.; no reserved seating</li>
    <li>FREE. Suggested donation: $10 at the door</li>
    <li>Attendance at all sessions is NOT required</li>
    <li>Information (949) 548-2411 or events@nbplfoundation.org</li>
</ul>
<p style="text-align: left;">This program is made possible by the Newport Beach Public Library Foundation.<br>
<a href="This annual eight-week series of workshops provides attendees with education and practical solutions to financial and estate planning issues so that they can be in charge of their estates during their lifetimes and beyond.  These free workshops are presented as a community service—for education only. Nothing will be sold, and professional advisors will not be given attendees' contact information.  April 3 Introduction &amp; Quiz April 10 Estate Planning Basics April 17 Planning for Incapacity April 24 Living Trusts May 1 Charitable Income &amp; Tax Planning Issues May 8 IRA &amp; Retirement Plan Distributions May 15 The Role of a Trustee &amp; Executor May 22 Case Study &amp; Review Series moderator is Peter Kote, founder of Professional Fiduciary Services, which provides trustee, executor services and charitable counseling for individuals and organizations. He will lead these workshops with the assistance of selected financial experts.  Doors open at 9:45 a.m.; no reserved seating FREE. Suggested donation: $10 at the door Attendance at all sessions is NOT required Information (949) 548-2411 or events@nbplfoundation.org  This program is made possible by the Newport Beach Public Library Foundation.  www.nbplfoundation.org" target="_blank">www.nbplfoundation.org</a></p>
LOCATION:Newport Beach Central Library\, Friends Meeting Room\, 1000 Avocado Avenue Newport Beach\, California 92660
CLASS:PUBLIC
END:VEVENT
END:VCALENDAR