Workshops your guide through the workshop series

Financial & Estate Literacy is dedicated to providing the unbiased, tax-wise education you need to secure your future. Maintaining control over your assets is the key to a longer, more fulfilling life. Twice a year, we offer two six-week workshops available both online and in-person at nine senior centers and libraries throughout Orange County.
There is no charge for attending the workshops.

Click on one of the workshops below for an overview of the six week sessions It's Your Money It's Your Estate
Useful Links 2026 SCHEDULE 2026 REGISTRATION HOW TO WATCH ZOOM WATCH PAST SERIES
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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.