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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
TENTATIVE 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 [Theresa 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
04-18-16 Planning for Incapacity
04-25-16 Living Trusts
05-02-16 Charitable Income & Tax Planning Issues
05-09-16 IRA & Retirement Plan Distribution
05-16-16 The Role of a Trustee & Executor
05-23-16 Case Study/Review

ORANGE – It's Your Money! Tuesdays, 9:30 to 11:00 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]
04-12-16 Long Term Care Planning
04-19-16 Financial Planning I
04-26-16 Financial Planning II
05-03-16 Fixed Income Investing
05-10-16 Equity Investing
05-17-16 The Big Takeaway (contest)

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
04-12-16 Annuities & Mutual Funds
04-19-16 Financial Planning I
04-26-16 Financial Planning II
04-03-16 Long Term Care Planning
05-10-16 Fixed Income Investing
05-17-16 Equity Investing
05-24-16 The Big Takeaway (contest)

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]
04-19-16 Financial Planning I
04-26-16 Financial Planning II
04-03-16 Long Term Care Planning
05-10-16 Fixed Income Investing
05-17-16 Equity Investing
05-24-16 The Big Takeaway (contest)

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

Fullerton Community Center, 340 W Commonwealth Avenue, Fullerton, CA
04-06-16 Introduction & Quiz [Peter Kote]
04-13-16 Estate Planning Basics
04-20-16 Planning for Incapacity
04-27-16 Living Trusts
05-04-16 Charitable Income & Tax Planning Issues
05-11-16 IRA & Retirement Plan Distribution [Peter Kote]
05-18-16 The Role of a Trustee & Executor [Peter Kote]
05-25-16 Case Study/Review

SAN CLEMENTE – It's Your Estate! Thursdays, 1:30 to 3 p.m. (DATES PENDING)

Location to be determined
04-00-16 Introduction & Quiz [Peter Kote]
04-00-16 Estate Planning Basics
04-00-16 Planning for Incapacity
04-00-16 Living Trusts
04-00-16 Charitable Income and Tax Planning Issues
05-00-16 IRA & Retirement Plan Distributions
05-00-16 The Role of a Trustee & Executor [Peter Kote]
05-00-16 Case Study/Review [Peter Kote]

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 [Peter Kote]
04-15-16 Estate Planning Basics
04-22-16 Planning for Incapacity
04-29-16 Living Trusts
05-06-16 Charitable Income and Tax Planning Issues
05-13-16 IRA & Retirement Plan Distributions
05-20-16 The Role of a Trustee & Executor [Peter Kote]
05-27-16 No Class
06-03-16 Case Study/Review [Peter Kote]

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
04-22-16 Planning for Incapacity
04-29-16 Living Trusts
05-06-16 Charitable Income and Tax Planning Issues
05-13-16 IRA & Retirement Plan Distributions
05-20-16 The Role of a Trustee & Executor [Richard Huntington]
05-27-16 Case Study/Review [Richard Huntington]

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

Laguna Beach Senior Center, 380 Third Street, Laguna Beach, CA
04-00-16 Introduction & Quiz [Peter Kote]
04-00-16 Annuities & Mutual Funds
04-00-16 Financial Planning I
04-00-16 Financial Planning II
04-00-16 Long Term Care Planning
05-00-16 Fixed Income Investing
05-00-16 Equity Investing
05-00-16 The Big Takeaway (contest)

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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