“It’s Your Money” Financial Planning Workshop Series
Presented by Financial & Estate Literacy in partnership with the CHOC Foundation, join us for a three-part educational series on October 19, October 26, and November 2, 2026.
Through a long-standing partnership with Financial & Estate Literacy, the CHOC Foundation, part of Rady Children’s Health, is pleased to invite you to a complimentary, three-part Financial Planning Workshop Series.
The workshop leaders from Financial & Estate Literacy have served the community for more than a decade as a trusted, unbiased, no-sell resource. Their approach strips away the jargon and to help you harness the power of financial literacy and a growing understanding of the business of money. There is no selling: only clear, practical information.
Join us to gain valuable information designed to help you define your current goals, optimize tax efficient planning, and navigate your finances during retirement.
What You’ll Learn
Explore the essentials of financial planning and the power of strategic giving through this three-part educational series. You may attend one session or all three. Please indicate the sessions you plan to attend on the RSVP form.
October 19, 2026
12:30–2:30 p.m.
Financial Planning
October 26, 2026
12:30–2:30 p.m.
Investing, Equities & Bonds
November 2, 2026
12:30–2:30 p.m.
Philanthropic Investing
Space is limited, and advance registration is required.
Attend In Person or Virtually
We would love to welcome you in person at the CHOC Foundation office in Orange. Sessions will be held in a classroom setting, and a light lunch will be provided. Just bring yourself—we’ll take care of the rest.
If you are unable to attend in person, you may join virtually. When you RSVP, please select the “virtual” option.
Questions? – Please connect with us at [email protected]
Learn More About Our Partners
Founder / Chairman
Peter C. Kote, JD
Read Peter’s Bio
Peter Kote is a prominent figure in the financial literacy and fiduciary sectors, best known for founding the award-winning “It’s Your Money” and “It’s Your Estate” workshop series.
Kote earned a Juris Doctorate (JD) from Western State University College of Law (1980) and a Bachelor of Arts from CSU Fullerton (1971). His career is defined by a pivot from the nonprofit gift-planning world to consumer advocacy, where he has focused on protecting individuals (particularly seniors) from predatory financial sales practices. While working at Cal State Long Beach in 1993, Kote realized that even highly educated faculty members often lacked basic knowledge of taxes and estate planning. He launched a workshop series to bridge this gap, which later evolved into the 501(c)(3) nonprofit Financial & Estate Literacy (FEL). Kote is famous for his “no-selling” rule. No insurance products or financial services are sold, and speakers are prohibited from collecting attendee contact information. Instructors are “Fee-Only” financial advisors or estate attorneys who agree to act as fiduciaries.
The series is hosted at community senior centers and libraries throughout Orange County, California. In 1996, Kote founded Professional Fiduciary Services (PFS), serving as a neutral third party in roles such as Successor Trustee, Executor of Wills and Conservator.
Kote received the “Heart of Financial Planning Distinguished Service Award” from the Financial Planning Association (FPA). This national award recognized his commitment to advancing the profession through objective public education rather than product sales.
Philanthropic Advisor
Don William Vivrette
Read Don’s Bio
A Southern California native and USC dual-degree alumnus, Accounting/Statistics (1971), and International Business (1975), Don Vivrette brings a global perspective and a “data nerd’s” precision to the world of estate planning. His career in international consulting taught him that the best solutions emerge when you remain open-minded and focus strictly on the individual’s needs.
In 2017, Don faced a significant capital gains challenge after selling a long-held office building. Leveraging his CPA background and a healthy dose of curiosity, he discovered the power of a Charitable Remainder Unitrust (CRUT). By gifting the building to the trust, Don and his wife secured a lifelong income stream and a future legacy for their favorite charities—all while managing their tax obligations effectively.
Today, Don serves as the Philanthropic Advisor for Financial & Estate Literacy. He draws on his personal experience and deep research to lead the Charitable Giving sessions for the It’s Your Estate seminar series. Though “retirement” looks different from what he once imagined, Don finds it perfectly natural to spend his time helping others align their family’s financial security with their desire to give back.
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