Financial Literacy Workshops
It’s Your Money!
September 21 – October 26, 2026
Every Mondays 10am – 11:30am
FREE EVENT
Friends Room, Newport Beach Public Library
The “It’s Your Money!” sessions cover the business of money; 9 hours of objective education over a 6-week period. The instructors are local FEE ONLY financial advisors who all act in a fiduciary capacity with their clients. None of the speakers are licensed to sell any financial products. You will learn how they charge and the steps you need to take on your financial plan with or without a professional.
| Schedule | Topic |
|---|---|
| September 21 | Overview & Tax Changes |
| September 28 | Financial Planning I |
| October 5 | Medical Care Planning |
| October 12 | Investment World |
| October 19 | Equity & Fixed Income Investing |
| October 26 | Financial Planning II |
Peter Kote, founder of the workshop series and former charitable planning specialist, started with a simple idea: if people knew more about money and estate planning, a greater percentage of individuals would be willing to make a gift through their estate plan. After teaching the program to faculty members at Long Beach State University, Peter recognized the overwhelming need for unbiased financial planning education. Since its fruition, the workshops have grown in size and in popularity. Peter won the Financial Planning Association’s “Heart of Financial Planning Distinguished Service Award” for the Orange County workshops.
Program Details
- 6 Mondays, September 21 – October 26, 2026
- 10:00am to 11:30am
- Friends Room, Newport Beach Public Library
- Free admission (suggested $10 donation) and refreshments
- Free parking
Questions?
Contact Director of Programs Kunga Wangmo at 949-717-3818 or programs@LibraryFoundationNB.org
This program is made possible by the members of the Library Foundation of Newport Beach, a 501(c)3 nonprofit organization. If you would like to underwrite this program and support the library, please join the Library Foundation today! or contact Jerold D Kappel at 949-717-3890 or jkappel@LibraryFoundationNB.org about program sponsorship opportunities.