Workshops your guide through the workshop series

Why “It’s Your…”? Many people prematurely relinquish their financial and estate responsibility to others. This could be the spouse, children, neighbor, broker or the advisor. We believe the longer you stay in control of your money and estate, either through a fee only advisor (owes a fiduciary duty to you) or through your personal efforts, the longer and happier you will live!

Click on one of the workshops below for an overview of the eight week sessions It's Your Money It's Your Estate

2019 Workshop Schedules SPRING FALL

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These national award winning series were started by Peter Kote in 1993 when he was employed by Long Beach State University. It was designed to educate staff and faculty about financial and estate planning.

It has gone through a multitude of changes with one major goal in mind – pure education in a safe environment to avoid the predatory sales practices of the financial service industry.