A free series of estate planning workshops moderated by private fiduciary, Peter C. Kote. The goal is to promote awareness of financial and estate plans, learn how to find competent and ethical advisors, and learn about tax-wise charitable giving.
Mondays in May, 1:30 - 3 pm
Ocean Institute
24200 Dana Point Harbor Drive
Dana Point, CA
(949) 496-2274 x111
https://ocean-institute.netcommunity1.com
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Very nice.