About Us

Mission Statement


To prevent financial abuse by educating seniors to take control of their financial, estate, and charitable giving decisions.


We are a not-for-profit community resource, filled with financial and estate planning education that, at all times, will focus on what is in your best interest. We encourage tax-wise charitable giving that reflects your core values and is integrated into your overall financial and estate plans.


Peter Kote, founder of the workshop series and former planned giving director, started with a simple idea 13 years ago: if people knew more about money and estate planning, a greater percentage of individuals would be willing to make a planned gift.

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 popularity. In 2008, Peter won the Financial Planning Association’s “Heart of Financial Planning Distinguished Service Award” for the Orange County workshops. As of October, 2012 the workshop series has officially incorporated as a nonprofit. Currently, the workshops are offered in Orange County, California, and Tucson, Arizona.

Next Steps

We are committed to working with ethical and honest individuals who share our mission. As new locations become available, we will continue to improve upon our structure to facilitate future growth. Our goal is to offer educational workshops in all communities across the country. With the help of professional advisors, charities and community members working together, we can generate the confidence and competence necessary to manage finances and demonstrate charitable values.