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Financial Empowerment & Estate Literacy

Providing resources people need to make confident financial and estate decisions.

http://www.feelincontrol.org/

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Financial & Estate Literacy

Peter Kote

23721 ●●●●●● Pkwy.

Lagu●●●●ills , Alabama, 92653

US

1.94●●●●7048
pk●●●@cox.net

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Financial & Estate Literacy

Peter Kote

23721 ●●●●●● Pkwy.

Lagu●●●●ills , California, 92653

US

1.94●●●●7048
pk●●●@cox.net

View this contact

Financial & Estate Literacy

Peter Kote

23721 ●●●●●● Pkwy.

Lagu●●●●ills , California, 92653

US

1.94●●●●7048
pk●●●@cox.net

View this contact

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Financial Empowerment & Estate Literacy | feelincontrol.org Reviews
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Providing resources people need to make confident financial and estate decisions.
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Financial Empowerment & Estate Literacy | feelincontrol.org Reviews

https://feelincontrol.org

Providing resources people need to make confident financial and estate decisions.

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FEELinControl Workshop Schedule

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feelincontrol.org feelincontrol.org
1

Useful Links | Financial Empowerment & Estate Literacy

http://feelincontrol.org/mainresources/useful-links

Tax and Estate Planning Links. Statutory Attorney Fee for Probate. What happens to my estate if I have no Will or Estate Plan? Estate Planning Answers from The American Bar Association. California Franchise Tax Board. Help with California Taxes. Professional Fiduciary Association of California. Professional Fiduciary Bureau licensing for CA. National Association of Personal Financial Advisors (NAPFA). Superior Court of California, County of Orange. Superior Court of California, County of Los Angeles.

2

It’s Your Estate | Financial Empowerment & Estate Literacy

http://feelincontrol.org/educate/its-your-estate

It’s Your Estate. Week 2: Estate Planning Basics. Week 3: Planning for Incapacity. Week 4: Living Trust and Beyond. Week 5: Charitable Income and Tax Planning Basics. Week 6: IRA & Retirement Plan Distributions. Week 7: Role of Trustee and Executor. Week 8: Case Study and Review. View It's Your Money Session. To find your workshop community. Outline - IYE Week 1 - PDF. Ask First Form - Blank. Ask First Form - Completed. It's Your Estate Planning Glossary of Terms. 2013 Tax Reference Sheet. Outline - IYE ...

3

It's Your Money | Financial Empowerment & Estate Literacy

http://feelincontrol.org/its-your-money

It’s Your Money. Week 2: Financial Products. Week 3: Financial Planning I. Week 4: Financial Planning II. Week 5: Long Term Care Planning. Week 6: Equity Investing. Week 7: Fixed Income Investing. Week 8: The Big Takeaway. View It's Your Estate Session. The It’s Your Money! To find your Workshop Community. Welcome to our first session of eight meetings called It’s Your Money! Advisor (owes a fiduciary. Duty to you) or through your personal efforts, the longer and happier you will live! We use the Quiz as...

4

Workshops | Financial Empowerment & Estate Literacy

http://feelincontrol.org/educate

Your guide through the workshop series. Many people prematurely relinquish their financial and estate responsibility to others. This could be the spouse, children, neighbor, broker or the advisor. We believe the longer you stay in control of your money and estate, either through a fee only advisor (owes a fiduciary duty to you) or through your personal efforts, the longer and happier you will live! Click on one of the workshops below for an overview of the eight week sessions. Fall 2016 Workshop Schedule.

5

It's Your Money | Financial Empowerment & Estate Literacy

http://feelincontrol.org/educate/its-your-money

It’s Your Money. Week 2: Financial Products. Week 3: Financial Planning I. Week 4: Financial Planning II. Week 5: Long Term Care Planning. Week 6: Equity Investing. Week 7: Fixed Income Investing. Week 8: The Big Takeaway. View It's Your Estate Session. The It’s Your Money! To find your Workshop Community. Welcome to our first session of eight meetings called It’s Your Money! Advisor (owes a fiduciary. Duty to you) or through your personal efforts, the longer and happier you will live! We use the Quiz as...

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Leadership at Fiscalis Advisory

http://www.fiscalisadvisory.com/leadership.html

Began his career in the financial planning profession in 1999, founding Fiscalis Advisory in 2003 after working with, and studying under some of the most qualified CERTIFIED FINANCIAL PLANNER. Professionals in the country. In addition to these marks of distinction, Mr. Cuthbertson is also a NAPFA-Registered Financial Advisor. A Registered Life Planner, with Kinder Institute, and a member of the Alliance of Comprehensive Planners. Financial Guidance for Life. 2012 - Fiscalis Advisory, Inc.

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Berger Abrams Insurance - Resources

http://www.abramsinsurance.org/resources.html

Planning for long term care needs can feel overwhelming and complicated. If you’re on this long term care insurance educational site, you’ve taken an important step in educating yourself on the need and how to talk to your loved ones about it. Below are some additional links and resources that you might find helpful as you continue your research and planning. Financial Empowerment and Estate Literacy. Information about Alzheimer’s disease. Orange County Chapter Alzheimer’s Association.

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Your guide through the workshop series. Many people prematurely relinquish their financial and estate responsibility to others. This could be the spouse, children, neighbor, broker or the advisor. We be. Your guide to finding local professionals. We would like to introduce you to the value of the ASK FIRST form that should be filled out by any professional you plan to engage. It takes the professional two minutes to complete and it. Your guide to tax-wise charitable giving. To give or not to give? THERE ...

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