Free Events

How should you allocate your assets to preserve your wealth?
Should you act as your own trustee? How do you go about
choosing a trustworthy professional
advisor? These questions and many more are addressed in the
upcomingworkshop series.

The workshops are moderated by Peter Kote, founder of the
workshop series, winner of the Distinguished Service Award from
the Financial Planning Association for his contribution to the
public through these workshops.

Samples of what you will learn:
• How should you allocate your investment assets and
preserve your wealth?
• What are the disadvantages of a living trust?
• What are the practical low-cost ways to avoid
probate?
• How much income tax is your estate going to pay?
• What is the best way to leave your IRA, 401(K) and
other retirement assets to your heirs?

WHERE : St. Joseph Special Events Center -
480 S. Batavia, Orange, CA 92868

WHEN : September 22 – November 10, 2010

TIME: 10:30 a.m. – 12:00 p.m.

COST: Free to all attendees, includes light refreshments

Wednesday, 9/22 Introduction and “Test Your
Knowledge” Self-assessment

Wednesday, 9/29 Estate Planning Basics

Wednesday, 10/6 Advanced Health Care Directives;
Conservatorship and Power of Attorney over Assets

Wednesday, 10/13 Advanced Estate Planning

Wednesday, 10/20 Charitable Income and Tax Planning Issues

Wednesday, 10/27 IRA; 401(K); 403(B) and 457 Plan
Distributions

Wednesday, 11/3 The Role of Trustee and Executor

Wednesday, 11/10 Case Study and Course Review

Fascinating materials are available for internet viewing via the
Orange Public Library History Center. Beautiful Orange
Homes is an illustrated promotional brochure featuring
gorgeous photographs of buildings designed and constructed by
the Orange Contracting & Milling Company in Orange and Olive,
California. The brochure was published ca. 1924.

You can link and view the brochure by clicking on the color photo
below.