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.

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
04-01-19 Introduction & New Tax Law [Zeb Law]
04-08-19 Estate Planning Basics [Carl Wayne]
04-15-19 Planning for Incapacity [Dennis Jensen]
04-22-19 Living Trust and Beyond [Timothy McElfish]
04-29-19 Estate Planning for IRAs & Retirement Plans [Michael Simon]
05-06-19 Charitable Income & Tax Planning Issues [Tony Truong]
05-13-19 The Role of a Trustee & Executor [Peter Kote]
05-20-19 Case Study/Review [Steve BemisPeter Kote]

Orange - "It's Your Money!" Tuesday, 9:30 a.m. to 11:00 a.m. 

Orange Public Library, 407 East Chapman Avenue 
03-26-19 New Tax Law [Zeb Law]
04-02-19 Sales Game [Neal Rutter & Peter Kote]
04-09-19 Financial Planning I [Laurie Dubchansky]
04-16-19 Financial Planning II [Laurie Dubchansky]
04-23-19 Medical Care Planning [Lee-Anne Godfrey]
04-30-19 Fixed Income Investing [Mark Wilson]
05-07-19 Equity Investing [Matthew Pixa]
05-14-19 The Big Take Away (contest) [Meghan Coolbaugh]

Laguna Niguel - "It's Your Money!" Tuesdays, 1 p.m. to 2:30 p.m. 

Sea Country Center, 24602 Aliso Creek Road
04-09-19 Introduction and New Tax Law [Mary McNamara/Richard Huntington]
04-16-19 Annuities & Mutual Funds [Neal Rutter/Richard Huntington]
04-23-19 Financial Planning I [Ashley Bleckner]
04-30-19 Financial Planning II [Ashley Bleckner]
05-07-19 Medical Care Planning [Karl Buist Baker]
05-14-19 Fixed Income Investing [Mark Wilson]
05-21-19 Equity Investing [Wade Slome]
05-28-19 The Big Take Away (contest) [Meghan Coolbaugh/Neal Rutter]

Brea - "It's Your Money!" Tuesdays, 1:30 p.m. to 3:00 p.m. 

Brea Senior Center, 500 Sievers Avenue, Brea, CA
04-02-19 Introduction & New Tax Law [George McDaniel]
04-09-19 Annuities & Mutual Funds [Peter Kote/Neal Rutter]
04-16-19 Financial Planning I [Robert McDaniel]
04-23-19 Financial Planning II [Robert McDaniel]

04-30-19 Medical Care Planning [Peter Kote]
05-07-19 Fixed Income Investing [Scott Rojas]
05-14-19 Equity Investing [Michael Allbee]
05-21-19 The Big Take Away (contest) [Michael Verity]

La Habra - "It's Your Money!" Tuesdays, 2:00 p.m. to 3:30 p.m. 

La Habra Community Center, 101 W. La Habra Blvd., La Habra, CA
04-02-19 Introduction & New Tax Law [Carl Lachman/Michael Giangrande]
04-09-19 Annuities & Mutual Funds [Jim Ripley]
04-16-19 Financial Planning I: Goals & Your Assets [Travis McShane]
04-23-19 Financial Planning II: Investing Your Money [Julie Bray]

04-30-19 Medical Care Planning: Caregivers & Insurance [Debbie Beatty]
05-07-19 Equity Investing: How to Use Stocks [Monica Singhania]
05-14-19 Fixed Income Investing: How to Use Bonds [Mike Verity]
05-21-19 Your Money & Your Mind, plus Stock Market Contest results [Carl Lachman]

Irvine - "It's Your Estate!" Wednesdays, 1 p.m. to 2:30 p.m.

Lakeview Senior Center, 20 Lake Road, Irvine, CA
04-03-19 Introduction & New Tax Law [Marty McNamara]
04-10-19 Estate Planning Basics [Darlynn Morgan]
04-17-19 Planning for Incapacity [Steve Giammichele]
04-24-19 Living Trusts [Cynthia V. Roehl]
05-01-19 Charitable Income & Tax Planning Issues [James Frey]
05-08-19 IRA & Retirement Plan Distributions [Daryl Miller]
05-15-19 The Role of the Trustee & Executor [Trevor Murphy]
05-22-19 Case Study/Review [Steve Bemis]

Fullerton - "It's Your Estate!" Wednesdays, 2 p.m. to 3:30 p.m. 

Fullerton Community Center, 340 W. Commonweath Avenue, Grand Hall A/B
04-03-19 Introduction & New Tax Law [Carl Lachman/Michael Giangrande]
04-10-19 Estate Planning Basics [Alex Varela]
04-17-19 Planning for Incapacity [Don York]
04-24-19 Living Trust  [Barbara Dibble]
05-01-19 Charitable Income & Tax Planning Issues [Tony Truong]
05-08-19 IRA & Retirement Plan Distributions [Russell Hall]
05-15-19 No Class
05-22-19 The Role of a Trustee & Executor [Trevor Murphy]
05-29-19 Case Study and Review [Carl Lachman/Tim Blied]

Mission Viejo - "It's Your Estate!" Thursdays, 10 to 11:30 a.m.

Norman P. Murray Senior Center, 24932 Veterans Way, Mission Viejo, CA
04-04-19 Introduction and New Tax Law [Richard Huntington]
04-11-19 Estate Planning Basics [Noelle Minto]
04-18-19 Planning for Incapacity [Eric Becker]
04-25-19 Living Trust [Steve Giammichele]
05-02-19 Charitable Income & Tax Planning Issues [Lindsey Jacobs]
05-09-19 IRA & Retirement Plan Distributions [Michael Simon]
05-16-19 The Role of a Trustee & Executor [Brian Bissell/Richard Huntington]
05-23-19 Case Study/Review [Fred Muscarella/Richard Huntington]

Costa Mesa - "It's Your Estate!" Fridays, 10 a.m. to 11:30 p.m.

Orange Coast Community College, 2701 Fairview Road, Ronnenberg Sustainability, Education Center Classroom 101, Adams Parking Lot
04-05-19 Introduction and New Tax Law [Gina Chironis]
04-12-19 Estate Planning Basics [Lindzey Cain]
04-19-19 Planning for Incapacity [Christina McGonigle]
04-26-19 Living Trust [Danielle Guerrero]
05-03-19 Charitable Income & Tax Planning Issues [Lindsey Jacobs]
05-10-19 Retirement Account Planning [Michael Simon]
05-17-19 The Role of a Trustee & Executor [Trevor Murphy]
05-24-19 Case Study/Review [Steve Giammichele/Trevor Murphy]

Laguna Beach - "It's Your Money!" Fridays, 1:30 p.m. to 3 p.m.

Susi Q Senior Center, 380 Third Street, Laguna Beach, CA
04-05-19 Introduction & New Tax Law [Neal Rutter/Peter Kote]
04-12-19 Annuities & Mutual Funds [Randy Gardner]
04-19-19 Financial Planning I [Laura Tarbox]
04-26-19 Financial Planning II [Laura Tarbox]
05-03-19 Medical Care Planning [Kristine Kowalski]
05-10-19 Fixed Income Investing [Scott Anderson]
05-17-19 Equity Investing [Meghan Coolbaugh]
05-24-19 The Big Take Away (contest) [Mark Hebner]

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

Fall 2019 DATES

The Spring series will take place in September through October. For more information
contact David B. Moore at dmoore@chapman.edu or (714) 516-4590.