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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. Please note that the dates and times of the program listed are tentative and subject to change.

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
SPRING 2016 SCHEDULE
RSVP to Lindsey Jacobs at (714) 628-7311 or ljacobs@chapman.edu

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

Newport Beach Central Library, 1000 Avocado, Newport Beach, CA
04-04-16 Introduction & Quiz [Peter Kote]
04-11-16 Estate Planning Basics [Bradley Erdosi]
04-18-16 Planning for Incapacity [Teresa Gorman]
04-25-16 Living Trusts [James Leese]
05-02-16 Charitable Income & Tax Planning Issues [David Moore]
05-09-16 IRA & Retirement Plan Distribution [Michael Simon]
05-16-16 The Role of a Trustee & Executor [Peter Kote & Shelley O' Byrne]
05-23-16 Case Study/Review [Peter Kote & Larry Bermis]

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

Lakeview Senior Center, 20 Lake Road, Irvine, CA
04-04-16 Introduction & Quiz [Peter Kote]
04-11-16 Estate Planning Basics [Daryl Miller]
04-18-16 Planning for Incapacity [Dennis Jensen]
04-25-16 Living Trusts [Max Alavi]
05-02-16 Charitable Income & Tax Planning Issues [Deb Cox]
05-09-16 IRA & Retirement Plan Distribution [Brian Mandel]
05-16-16 The Role of a Trustee & Executor [Trevor Murphy & Shelley O'Byrne]
05-23-16 Case Study/Review [Trevor Murphy & Steve Bemis]
*Pre-registration required, see RSVP details below

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

Orange Public Library, 407 East Chapman Avenue, Orange, CA
03-29-16 Introduction & Quiz [Peter Kote]
04-05-16 Annuities & Mutual Funds [Peter Kote & Neal Rutter]
04-12-16 Long Term Care Planning [Carole Ann Burr]
04-19-16 Financial Planning I [Marty McNamara]
04-26-16 Financial Planning II [Patrick Chu]
05-03-16 Fixed Income Investing [Scott Anderson]
05-10-16 Equity Investing [Patrick Powers]
05-17-16 The Big Takeaway (contest) [Daniel Sexton]

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

Sea Country Center, 24602 Aliso Creek Road, Laguna Niguel, CA
04-05-16 Introduction & Quiz [Richard Huntington]
04-12-16 Annuities & Mutual Funds [Richard Huntington & Neal Rutter]
04-19-16 Financial Planning I [William Cuthbertson]
04-26-16 Financial Planning II [William Cuthbertson]
05-03-16 Long Term Care Planning [Carole Ann Burr]
05-10-16 Fixed Income Investing [Scott Walker]
05-17-16 Equity Investing [Wade Slome]
05-24-16 The Big Takeaway (contest) [Meghan Coolbaugh]

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

Brea Senior Center, 500 Sievers Avenue, Brea, CA
04-05-16 Introduction & Quiz [Peter Kote]
04-12-16 Annuities & Mutual Funds [Peter Kote & Neal Rutter]
04-19-16 Financial Planning I [Robert McDaniel]
04-26-16 Financial Planning II [Robert McDaniel]
05-03-16 Long Term Care Planning [Carole Ann Burr]
05-10-16 Fixed Income Investing [Scott Anderson]
05-17-16 Equity Investing [Patrick Powers]
05-24-16 The Big Takeaway (contest) [Meghan Coolbaugh]

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

Fullerton Community Center, Grand Hall A & B, 340 W Commonwealth Avenue, Fullerton, CA
04-06-16 Introduction & Quiz [Peter Kote]
04-13-16 Estate Planning Basics [Max Alavi]
04-20-16 Planning for Incapacity [Dennis Jensen]
04-27-16 Living Trusts [Robert Pearson]
05-04-16 Charitable Income & Tax Planning Issues [Carolyn Swanson & Amanda Ferrari]
05-11-16 IRA & Retirement Plan Distribution [Michael Simon]
05-18-16 The Role of a Trustee & Executor [Peter Kote & Shelly O'Byrne]
05-25-16 Case Study/Review [Peter Kote & Steve Bemis]

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

Orange Coast Community College, Student Center, 2701 Fairview Road, Costa Mesa, CA
04-08-16 Introduction & Quiz [Trevor Murphy]
04-15-16 Estate Planning Basics [Timothy Grey]
04-22-16 Planning for Incapacity [Will Brodak]
04-29-16 Living Trusts [Tim McElfish]
05-06-16 Charitable Income and Tax Planning Issues [Lindsey Jacobs & David Moore]
05-13-16 IRA & Retirement Plan Distributions [Michael Simon]
05-20-16 The Role of a Trustee & Executor [Trevor Murphy & Shelly O'Byrne]
05-27-16 No Class
06-03-16 Case Study/Review [Trevor Murphy & Steve Bemis]

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

Norman P. Murray Senior Center, 24932 Veterans Way, Mission Viejo, CA
04-08-16 Introduction & Quiz [Richard Huntington]
04-15-16 Estate Planning Basics [Lynee Kniss]
04-22-16 Planning for Incapacity [Edward Wallace]
04-29-16 Living Trusts [Fred Muscarella]
05-06-16 Charitable Income and Tax Planning Issues [Jim Frey]
05-13-16 No Class
05-20-16 IRA & Retirement Plan Distributions [Daryl Miller]
05-27-16 The Role of a Trustee & Executor [Richard Huntington & Shelley O'Bryne]
06-03-16 Case Study/Review [Richard Huntington & Steve Bemis]

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

Laguna Beach Senior Center, 380 Third Street, Laguna Beach, CA
04-08-16 Introduction & Quiz [Peter Kote]
04-15-16 Annuities & Mutual Funds [Peter Kote & Neal Rutter]
04-22-16 Financial Planning I [Laura Tarbox]
04-29-16 Financial Planning II [Laura Tarbox]
05-06-16 Long Term Care Planning [Andrea Deerheart]
05-13-16 Fixed Income Investing [Jim Fletcher]
05-20-16 Equity Investing [Matthew Pixa]
05-27-16 The Big Takeaway (contest) [Meghan Coolbaugh]

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

FALL 2016 DATES

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