Registration

Regristation opens April 1st, 2023



Registration for the Spring 2023 workshop webinars will open soon,
In the meantime, please enjoy our Fall 2022 video series below.

It's Your Money It's Your Estate



Get Workshop Email Alerts:




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.