Text Resize

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 2014
RSVP to David B. Moore at 714-516-4590 or dmoore@chapman.edu

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

Newport Beach Central Library, Friends Meeting Room, 1000 Avocado, Newport Beach, CA
03-31-14 Introduction & Quiz
04-07-14  Estate Planning Basics
04-14-14  Advanced Health Care Directive; Conservatorship & Power of Attorney Over Assets
04-21-14  Living Trusts & More
04-28-14  Charitable Income & Tax Planning Issues
05-05-14  IRA & Retirement Plan Distributions 
05-12-14  The Role of a Trustee & Executor
05-19-14  Case Study/Review

IRVINE – It's Your Estate!                    Mondays, 1:30 to 3 PM

Lakeview Senior Center, 20 Lake Road, Irvine, CA
04-07-14  Introduction & Quiz
04-14-14  Estate Planning Basics
04-21-14  Advanced Health Care Directive ; Conservatorship & Power of Attorney Over Assets
04-28-14  Living Trusts & More
05-05-14  Charitable Income & Tax Planning Issues
05-12-14  IRA & Retirement Plan Distributions
05-19-14  The Role of the Trustee & Executor
06-02-14 Case Study/Review

LAGUNA NIGUEL – It's Your Money!                    Tuesdays, 9:30 to 11 AM

Sea Country Senior Center, 24602 Aliso Creek Rd, Laguna Niguel, CA
04-01-14  Introduction & Quiz
04-08-14  Annuities & Matual Funds
04-15-14  Financial Planning I
04-22-14  Financial Planning II
04-29-14  Long Term Care
05-06-14  Fixed Income Investing
05-13-14  Equity Investing
05-20-14  The Big Take Away (contest)

BREA – It's Your Money!                   Tuesdays, 1:30 to 3 PM

Brea Senior Center, 500 Sievers Ave, Brea, CA
04-01-14  Introduction & Quiz
04-08-14  Annuities & Mutual Funds
04-15-14  Financial Planning I
04-22-14  Financial Planning II
04-29-14  Long Term Care
05-06-14  Fixed income Investing
05-13-14  Equity Investing
05-20-14  The Big Take Away (contest)

ORANGE – It's Your Money!                    Wednesdays, 10 to 11:30 AM

St. Joseph's Special Events Center, 480 S. Batavia St, Orange, CA
04-02-14  Introduction & Quiz
04-09-14  Annuities & Mutual Funds
04-16-14  Financial Planning I
04-23-14  Financial Planning II
04-30-14  Long Term Care
05-07-14  Fixed Income Investing
05-14-14  Equity Investing
05-21-14  The Big Take Away (contest)

DANA POINT – It's Your Estate!                    Wednesdays, 11 AM to 12:30 PM

Ocean Institute, 24200 Dana Point Harbor Drive, Dana Point, CA
04-02-14  Introduction & Quiz
04-09-14  Estate Planning Basics
04-16-14  Advanced Health Care Directive ; Conservatorship & Power of Attorney Over Assets
04-23-14  Living Trusts & More
04-30-14  Charitable Income & Tax Planning Issues
05-07-14  IRA & Retirement Plan Distributions 
05-14-14  The Role of a Trustee & Executor
05-21-14  Case Study/Review

FULLERTON – It's Your Estate!                    Wednesdays, 2 to 3:30 PM

Fullerton Senior Center, 340 W. Commonwealth Ave, Fullerton, CA
04-02-14  Introduction & Quiz
04-09-14  Estate Planning Basics
04-16-14  Advanced Health Care Directive; Conservatorship & Power of Attorney Over Assets
04-23-14  Living Trust & More
04-30-14  Charitable Income & Tax Planning Issues
05-07-14  IRA & Retirement Plan Distributions
05-14-14  The Role of a Trustee & Executor
05-21-14  Case Study/Review

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

Susy Q Senior Center, Community Conference Room, 380 Third Street, Laguna Beach, CA
04-04-14  Introduction & Quiz
04-11-14  Annuities & Mutual Funds
04-18-14  Financial Planning I
04-25-14  Financial Planning II
05-02-14  Long Term Care
05-09-14  Fixed Income Investing
05-16-14  Equity Investing
05-23-14  The Big Take Away (contest)

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

FALL 2014 DATES

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