Coming Soon

coming soon

Handouts will be available beginning of the week of each session

In the meantime

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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.