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Free Workshop Series: It's Your Money / It's Your Estate

Finance and estate decisions require knowledge in many areas: accounting, finance, law, insurance, taxes, investments and charitable planning. In partnership with several non-profit organizations, Chapman University hosts a series of free workshops throughout Orange County every spring and fall. We invite you to attend and learn how to make wiser, more fully informed decisions about your financial future.

There are no fees. You may attend an entire series or the individual sessions of your choice.
  • No commercial or for-profit sponsors.
  • No speaker will receive attendees' names, addresses or phone numbers.
  • No financial or insurance product will be sold.
  • No charity will solicit you for a donation.

WORKSHOP MISSION: Providing resources people need to make confident financial and estate decisions.
  • IT'S YOUR MONEY - In the "It's Your Money" program our presenters teach attendees to identify financial sales people; understand the financial planning process (net worth, budget, goals and objectives, projection, investments); equity and fixed income investing; the importance for the professional advisor to be a fiduciary; and how a Charitable Gift Annuity is different than a commercial annuity. They discuss scams including those involving charity. One of the biggest fears for seniors is running out of money. The series helps individuals to assess their personal situation and prepare for the future.
  • IT'S YOUR ESTATE - In the "It's Your Estate" program our presenters teach the following topics: Will, Probate, Durable Powers, Advanced Health Care Directive and establishing a Living Trust. Our presenters also explain the possible value of charitable gift annuities and charitable remainder trusts. We want to present a series that is so comfortable that you will recommend it to friends and family.

IT'S YOUR ESTATE / MONEY WORKSHOPS
SPRING 2015 TENTATIVE SCHEDULE
RSVP to David B. Moore at (714) 516-4590 or dmoore@chapman.edu

NEWPORT BEACH – It's Your Estate! Mondays, 10 to 11:30 a.m.

Newport Beach Central Library, 1000 Avocado, Newport Beach, CA
03-30-15 Introduction & Quiz [Peter Kote]
04-06-15 Estate Planning Basics [Bailey Smith]
04-13-15 Advanced Health Care Directive; Conservatorship & Power of Attorney Over Assets [Dennis Jensen]
04-20-15 Living Trusts & More [Zeb Law]
04-27-15 Charitable Income & Tax Planning Issues [David Moore]
05-04-15 IRA & Retirement Plan Distributions [Michael Simon]
05-11-15 The Role of a Trustee & Executor [Peter Kote & Mark Hardtke]
05-18-15 Case Study/Review [Peter Kote & Mark Powell]

IRVINE – It's Your Estate! Mondays, 1:30 to 3 p.m.

Lakeview Senior Center, 20 Lake Road, Irvine, CA
04-06-15 Introduction & Quiz [Peter Kote]
04-13-15 Estate Planning Basics [Shauna Anderson]
04-20-15 Advanced Health Care Directive; Conservatorship & Power of Attorney Over Assets [Brian Mandel]
04-27-15 Living Trusts & More [Leslie Daff]
05-04-15 Charitable Income & Tax Planning Issues [Debra Cox]
05-11-15 IRA & Retirement Plan Distributions [Daryl Miller]
05-18-15 The Role of a Trustee & Executor [Peter Kote & Mark Hardtke]
06-01-15 Case Study/Review [Peter Kote & Steve Bemis]

ORANGE – It's Your Money! Tuesdays, 9:30 to 11 a.m.

Orange Public Library, 407 East Chapman Avenue, Orange, CA
04-07-15 Introduction & Quiz [Peter Kote]
04-14-15 Annuities & Mutual Funds [Peter Kote]
04-21-15 Long Term Care [Carole Ann Burr]
04-28-15 Financial Planning I [Evelyn Zohlen]
05-05-15 Financial Planning II [Evelyn Zohlen]
05-12-15 Fixed Income Investing [Scott Anderson]
05-19-15 Equity Investing [Patrick Powers]
05-26-15 The Big Take Away (contest) [Mark Rylance & Kirk Ito]

LAGUNA NIGUEL– It's Your Money! Tuesdays, 1 to 2:30 p.m.

Sea Country Center, 24602 Aliso Creek Road, Laguna Niguel, CA
04-07-15 Introduction & Quiz [Richard Huntington]
04-14-15 Annuities & Mutual Funds [Richard Huntington]
04-21-15 Financial Planning I [William Cuthbertson]
04-28-15Financial Planning II [William Cuthbertson]
05-05-15 Long Term Care [Carole Ann Burr]
05-12-15 Fixed Income Investing [Scott Walker]
05-19-15 Equity Investing [Wade Slome]
05-26-15 The Big Take Away (contest) [Kirk Ito]

BREA– It's Your Money! Tuesdays, 1:30 to 3 p.m.

Brea Senior Center, 500 Sievers Avenue, Brea, CA
04-07-15 Introduction & Quiz [Peter Kote]
04-14-15 Annuities & Mutual Funds [Peter Kote]
04-21-15 Financial Planning I [Robert McDaniel]
04-28-15Financial Planning II [Robert McDaniel]
05-05-15 Long Term Care [Carole Ann Burr]
05-12-15 Fixed Income Investing [David Little & Carol Lachman]
05-19-15 Equity Investing [Patrick Powers]
05-26-15 The Big Take Away (contest) [Carl Lachman & David Little]

FULLERTON – It's Your Estate! Wednesdays, 2 to 3:30 p.m.

Fullerton Community Center, 340 W Commonwealth Avenue, Fullerton, CA
04-01-15 Introduction & Quiz [Peter Kote]
04-08-15 Estate Planning Basics [Holly Nabiey]
04-15-15 Advanced Health Care Directive; Conservatorship & Power of Attorney Over Assets [Barbara Dibble]
04-22-15 Living Trust & More [Marty Burbank]
04-29-15 Charitable Income & Tax Planning Issues [Carolyn Swanson & Amanda Ferrari]
05-06-15 IRA & Retirement Plan Distributions [Daryl Miller]
05-13-15 The Role of a Trustee & Executor [Peter Kote & Mark Hardtke]
05-20-15 Case Study/Review [Peter Kote]

DANA POINT – It's Your Estate! Thursdays, 1:30 to 3 p.m.

Ocean Institute, 24200 Dana Point Harbor Drive, Dana Point, CA
04-02-15 Introduction & Quiz [Peter Kote]
04-09-15 Estate Planning Basics [John Minnott]
04-16-15 Advanced Health Care Directive; Conservatorship & Power of Attorney Over Assets [Edward Pernal]
04-23-15 Living Trust & More [Jeff Hartman]
04-30-15 Charitable Income & Tax Planning Issues [David Moore]
05-07-15 IRA & Retirement Plan Distributions [John Stifter]
05-14-15 The Role of a Trustee & Executor [Peter Kote & Mark Hardtke]
05-21-15 Case Study/Review [Peter Kote]

COSTA MESA – It's Your Estate! Fridays, 10 to 11:30 a.m.

Orange Coast Community College, Student Lounge Center, 2701 Fairview Rd, Costa Mesa, CA
04-10-15 Introduction & Quiz [Peter Kote]
04-17-15 Estate Planning Basics [Laura Meier]
04-24-15 Advanced Health Care Directive; Conservatorship & Power of Attorney Over Assets [Teresa Gorman]
05-01-15 Living Trust & More [Max Alavi]
05-08-15 Charitable Income & Tax Planning Issues [David Moore]
05-15-15 IRA & Retirement Plan Distributions [Daryl Miller]
05-22-15 The Role of a Trustee & Executor [Peter Kote & Mark Hardtke]
05-29-15 Case Study/Review [Peter Kote & Mark Powell]

MISSION VIEJO – It's Your Estate! Fridays, 10 to 11:30 a.m.

Norman P. Murray Senior Center, 24932 Veterans Way, Mission Viejo, CA
04-03-15 Introduction & Quiz [Richard Huntington]
04-10-15 Estate Planning Basics [Lyne'e Kniss]
04-17-15 Advanced Health Care Directive; Conservatorship & Power of Attorney Over Assets [Amy Haupert]
04-24-15 Living Trust & More [James Leese]
05-01-15 Charitable Income & Tax Planning Issues [Carolyn White & Amanda Ferrari]
05-15-15 IRA & Retirement Plan Distributions [Michael Simon]
05-22-15 The Role of a Trustee & Executor [Richard Huntington]
05-29-15 Case Study/Review [Richard Huntington & Steve Bermis]

LAGUNA BEACH – It's Your Money! Fridays, 1:30 to 3 p.m.

Laguna Beach Senior Center, 380 Third Street, Laguna Beach, CA
04-03-15 Introduction & Quiz [Peter Kote]
04-10-15 Annuities & Mutual Funds [Peter Kote]
04-17-15 Financial Planning I [Laura Tarbox]
04-21-15 Financial Planning II [Laura Tarbox]
04-24-15 Long Term Care [Andrea Deerheart]
05-01-15 Fixed Income Investing [Jim Fletcher]
05-08-15 Equity Investing [Matt Balaker]
05-15-15 The Big Take Away (contest) [Daniel Sexton & Kirk Ito]

RSVP to David B. Moore at (714) 516-4590 or dmoore@chapman.edu

FALL 2015 DATES

The fall series will take place in September, October and November. The exact dates and locations will be added to the website in in the summer months. To be notified when more information is available, contact David B. Moore at dmoore@chapman.edu or (714) 516-4590.
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