Mr. & Mrs. Roeder, Laguna Beach

My wife and I have been attending the workshops on “It’s Your Money” and “It’s Your Estate” a number of times. We found the material presented of great value and the guest speakers very knowledgeable and informative. It was especially important that we were able to attend the sessions more than once since the material is complex and we were able to ask many questions. We plan to attend future workshops in Laguna and avail ourselves of the services offered for our consideration. Last, but not least, we enjoy the workshop presentations by Peter Kote who conducts the meetings with a sense of humor and clarity of purpose.

Both Workshop Series are a valuable service for the residents of Laguna Beach; we hope they will be continued.

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