casa romantica

Tuesdays, 10:00 am
September 16 - October 28
It's Your Estate

A free eight-week long series of financial education workshops for members and the public entitled "It's Your Estate". The series is designed specifically to educate attendees in the consumer financial arena and help you take charge of your own money and estate. The workshops will be moderated by private fiduciary Peter C. Kote and will provide 12 hours of objective education about your estate plan. Topics covered include accounting, finance, legal insurance, taxes, investments and charitable planning.

No living trust products or insurance will be sold, no professional advisor will solicit or receive your mailing address or phone number and no charity will solicit a donation. The program is strictly educational.

For more information on individual seminars, or to sign up for the series, contact Julie Cook at 949-498-2139, ext. 12