Skip Ribbon Commands
Skip to main content
OCC Clock Tower
Home > News
Aug 31
OCC Foundation Offering Free 8-Week Estate Planning Seminar

photograph of documents labeled estate planning with calculator pen and glassesOrange Coast College is pleased to bring back the "It's Your Estate" workshop series for the Fall 2017 semester. The first workshop of the award-winning series will take place on Friday, Sept. 22 from 10–11:30 a.m. in the College's Student Center classroom, and will include a personal assessment. 

The weekly workshops are offered to community members free of charge and include valuable information on topics such as "Long Term Care" and "Equity Investing."  

OCC's "It's Your Estate" seminar series will be presented by Peter Kote, who started the series when he was employed by Cal State Long Beach in the 1990s.  Kote's goal is to avoid the predatory sales practices of the financial service industry that are often part of these types of events. Attendee names will not be given or sold to the presenters or anyone else.  

Each session will cover a different topic, and all sessions will take place in the OCC Student Center Classroom: 

Friday, Sept. 22 — 10-11:30 a.m., Introduction and Quiz

Friday, Sept. 29 — 10-11:30 a.m., Annuities and Mutual Funds

Friday, Oct. 6 — 10-11:30 a.m., Financial Planning I

Friday, Oct. 13 — 10-11:30 a.m., Financial Planning II

Friday, Oct. 20 — 10-11:30 a.m., Long Term Care

Friday, Oct. 27 — 10-11:30 a.m., Equity Investing

Friday, Nov. 3 — 10-11:30 a.m., Fixed Income Investing

Friday, Nov. 17 — 10-11:30 a.m., The Big Takeaway and Contest

 

Members of the community are welcome to attend one, a few or all eight sessions. Coffee and muffins will be available a few minutes before each session starts.   

Those interested in attending can contact Liz Parker at eparker@occ.cccd.edu or (714) 432-5707 to save a spot.