Note: This class is currently being offered in-person at the Susi Q Senior Center. Masks are recommended; proof of vaccination will be required.

Presented by: Peter Kote

Finance and estate decisions require knowledge in many areas; accounting, law, finance, insurance, taxes, investments and charitable giving. Learn how to make wiser and more fully informed decisions about your financial future in this popular 6-week series.

SESSION TOPICS:

September 23 Overview & Estate Law Changes
September 30 Health Care & Power of Attorney

October 7 Wills & Trusts

October 14 Retirement Asset Planning

October 21 Charitable Opportunities

October 28 Estate Administration

About Peter Kote

Peter Kote is founder of Professional Fiduciary Services (PFS) (www.trusteepro.com), a select group of individuals ready to serve in fiduciary capacities including trustee, executor, conservator, or agent for the Advance Health Care Directive, Durable or General Power of Attorney for Asset and Property Management.

Please take a moment to review our terms and conditions.

TERMS AND CONDITIONS:

Your well-being is our primary concern. We ask and expect you to be able to participate safely in our activities, classes and programs you have chosen. By registering, you are certifying that you understand and accept our terms and conditions.
Registration is required before participation in any class or activity.
By registering, you agree to release Laguna Beach Seniors, Inc. and its representatives from all possible liability that may arise from your participation, except for claims of gross negligence or wanton misconduct.
By registering for a class at the Susi Q, you agree to observe all Covid-19 safety measures that are in place at the time of your participation. You accept, however, that these protocols cannot guarantee that you will not be exposed to Covid-19 at the center. To further minimize this risk, you agree that you will not participate in any activity at the center if you are experiencing Covid-19 symptoms, and that you will immediately leave the premises if you experience symptoms during a class or activity.
Late registration is permitted as long as a class series is active on our registration page.
Payment for any class fees is due upon registration.
Limited Refund Policy: If a fee class is cancelled, you will automatically receive a full refund. There are no refunds if you miss a class or drop out. In case of error, forward your class registration by email to the Registrar with an explanation. All refunds are at the discretion of the Registrar and involve a service charge, except when a class is cancelled or in cases of financial hardship.
Code of conduct: A successful in person or Zoom class requires the good will of all involved. Instructors, at their sole discretion, can expel or mute any participant who they deem is disruptive to the class.

It's Your Estate Financial Workshop Series IN-PERSON