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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 speakers 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: To provide the resources people need to make confident financial, estate and charitable 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
FALL 2015 SCHEDULE
RSVP to Lindsey Jacobs at (714) 628-7311 or ljacobs@chapman.edu

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

Newport Beach Central Library, 1000 Avocado, Newport Beach, CA
09-14-15 Introduction & Quiz
09-21-15 Annuities & Mutual Funds
09-28-15 Financial Planning I
10-05-15 Financial Planning II
10-12-15 Long Term Care
10-19-15 Equity Investing
10-26-15 Fixed Income Investing
11-02-15 The Big Take Away (contest)

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

Lakeview Senior Center, 20 Lake Road, Irvine, CA
09-14-15 Introduction & Quiz
09-21-15 Annuities & Mutual Funds
09-28-15 Financial Planning I
10-05-15 Financial Planning II
10-12-15 Long Term Care
10-19-15 Equity Investing
10-26-15 Fixed Income Investing
11-02-15 The Big Take Away (contest)

ORANGE – It's Your Estate! Tuesdays, 10 to 11:30 a.m.

Orange Public Library, 407 East Chapman Avenue, Orange, CA
09-22-15 Introduction & Quiz
09-29-15 Estate Planning Basics
10-06-15 Advanced Health Care Directive; Conservatorship & Power of Attorney Over Assets
10-13-15 Living Trust & More
10-20-15 Charitable Income & Tax Planning Issues
10-27-15 No Class
11-03-15 IRA & Retirement Plan Distributions
11-10-15 The Role of a Trustee & Executor
11-17-15 Case Study/Review

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

Sea Country Center, 24602 Aliso Creek Road, Laguna Niguel, CA
09-15-15 Introduction & Quiz
09-22-15 Estate Planning Basics
09-29-15 Advanced Health Care Directive; Conservatorship & Power of Attorney Over Assets
10-06-15 Living Trust & More
10-13-15 Charitable Income & Tax Planning Issues
10-20-15 IRA & Retirement Plan Distributions
10-27-15 The Role of a Trustee & Executor
11-03-15 Case Study/Review

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

Brea Senior Center, 500 Sievers Avenue, Brea, CA
09-15-15 Introduction & Quiz
09-22-15 Estate Planning Basics
09-29-15 Advanced Health Care Directive; Conservatorship & Power of Attorney Over Assets
10-06-15 Living Trust & More
10-13-15 Charitable Income & Tax Planning Issues
10-20-15 IRA & Retirement Plan Distributions
10-27-15 The Role of a Trustee & Executor
11-03-15 Case Study/Review

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

Fullerton Community Center, 340 W Commonwealth Avenue, Fullerton, CA
09-17-15 Introduction & Quiz
09-24-15 Annuities & Mutual Funds
10-01-15 Financial Planning I
10-08-15 Financial Planning II
10-15-15 Long Term Care
10-22-15 Equity Investing
10-29-15 Fixed Income Investing
11-05-15 The Big Take Away (contest)

DANA POINT – It's Your Money! Wednesdays, 1:30 to 3 p.m. (PENDING)

Ocean Institute, 24200 Dana Point Harbor Drive, Dana Point, CA (PENDING)
09-16-15 Introduction & Quiz
09-23-15 Annuities & Mutual Funds
09-30-15 Financial Planning I
10-07-15 Financial Planning II
10-14-15 Long Term Care
10-21-15 Equity Investing
10-28-15 Fixed Income Investing
11-04-15 The Big Take Away (contest)

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

Orange Coast Community College, 2701 Fairview Road, Costa Mesa, CA
09-25-15 Introduction & Quiz
10-02-15 Annuities & Mutual Funds
10-09-15 Financial Planning I
10-16-15 Financial Planning II
10-23-15 Long Term Care
10-30-15 Equity Investing
11-06-15 Fixed Income Investing
11-13-15 The Big Take Away (contest)

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

Norman P. Murray Senior Center, 24932 Veterans Way, Mission Viejo, CA
09-18-15 Introduction & Quiz
09-25-15 Annuities & Mutual Funds
10-02-15 Financial Planning I
10-09-15 Financial Planning II
10-16-15 Long Term Care
10-23-15 Equity Investing
10-30-15 Fixed Income Investing
11-06-15 The Big Take Away (contest)

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

Laguna Beach Senior Center, 380 Third Street, Laguna Beach, CA
09-18-15 Introduction & Quiz
09-25-15 Estate Planning Basics
10-02-15 Advanced Health Care Directive; Conservatorship & Power of Attorney Over Assets
10-09-15 Living Trust & More
10-16-15 Charitable Income & Tax Planning Issues
10-23-15 IRA & Retirement Plan Distributions
10-30-15 The Role of a Trustee & Executor
11-06-15 Case Study/Review

RSVP to Lindsey Jacobs at (714) 628-7311 or ljacobs@chapman.edu

SPRING 2016 DATES

The spring series will take place in March, April and May. To be notified when more information is available, contact David B. Moore at dmoore@chapman.edu or (714) 516-4590.
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