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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
TENATIVE SPRING 2017 SCHEDULE
RSVP to Bethany Smith at (714) 516-6150 or besmith@chapman.edu

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

Newport Beach Central Library, 1000 Avocado, Newport Beach, CA
04-03-17 Introduction & Quiz [Peter Kote]
04-10-17 Estate Planning and Basics
04-17-17 Planning for Incapacity
04-24-17 Living Trusts
05-01-17 Charitable Income & Tax Planning Issues
05-08-17 IRS & Retirement Plan Distributions
05-15-17 The Role of a Trustee & Executor
05-22-17 Case Study/Review [Peter Kote]

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

Lakeview Senior Center, 20 Lake Road, Irvine, CA
04-03-14 Introduction & Quiz [Trevor Murphy]
04-10-17 Estate Planning Basics
04-17-17 Planning for Incapacity
04-24-17 Living Trusts
05-01-17 Charitable Income & Tax Planning Issues
05-08-17 IRA & Retirement Plan Distributions
05-15-17 The Role of the Trustee & Executor
05-22-17 Case Study/Review [Trevor Murphy]
*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
03-28-17 Introduction & Quiz [Peter Kote]
04-04-17 Annunities & Mutual Funds
04-11-17 Financial Planning I
04-18-17 Financial Planning II
04-25-17 Long Term Care Planning
05-02-17 Fixed Income Investing
05-09-17 Equity Investing
05-16-17 The Big Take Away (content)

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

Sea Country Center, 24602 Aliso Creek Road, Laguna Niguel, CA
04-11-17 Introduction & Quiz [Richard Huntington]
04-18-17 Annuities & Mutual Funds
04-25-17 Financial Planning I
05-02-17 Financial Planning II
05-09-17 Long Term Care Planning
05-16-17 Fixed Income Investing
05-23-17 Equity Investing
05-30-17 The Big Take Away (contest)

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

Brea Senior Center, 500 Sievers Avenue, Brea, CA
04-04-17 Introduction & Quiz [Peter Kote]
04-11-17 Annuities & Mutual Funds
04-18-17 Financial Planning I
04-25-17 Financial Planning II
05-02-17 Long Term Care Planning
05-09-17 Fixed Income Investing
05-16-17 Equity Investing
05-23-17 The Big Take Away (contest)

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

Fullerton Community Center, Grand Hall A & B, 340 W Commonwealth Avenue, Fullerton, CA
04-05-17 Introduction & Quiz [Peter Kote]
04-12-17 Estate Planning Basics
04-19-17 Planning for Incapacity
04-26-17 Living Trust
05-03-17 Charitable Income & Tax Planning Issues
05-10-17 IRA & Retirement Plan Distributions
05-17-17 The Role of a Trustee & Executor
05-24-17 Case Study/Review

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

Orange Coast Community College, Student Union Center, 2701 Fairview Road, Costa Mesa, CA
04-07-17 Introduction & Quiz [Trevor Murphy]
04-14-17 Estate Planning Basics
04-21-17 Planning for Incapacity
04-28-17 Living Trust & More
05-05-17 Charitable Income & Tax Planning Issues
05-12-17 Retirement Account Planning
05-19-17 The Role of a Trustee & Executor
05-26-17 NO CLASS
06-02-17 Case Study/Review

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

Norman P. Murray Senior Center, 24932 Veterans Way, Mission Viejo, CA
04-06-17 Introduction & Quiz [Richard Huntington]
04-13-17 Estate Planning Basics
04-20-17 Planning for Incapacity
04-27-17 Living Trust
05-04-17 Charitable Income & Tax Planning Issues
05-11-17 IRA & Retirement Plan Distributions
05-18-17 The Tole of a Trustee & Executor
05-27-17 Case Study/Review

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

Laguna Beach Senior Center, 380 Third Street, Laguna Beach, CA
04-07-17 Introduction & Quiz [Peter Kote]
04-14-17 Annuities & Mutual Funds
04-21-17 Financial Planning I
04-28-17 Financial Planning II
05-05-17 Long Term Care Planning
05-12-17 Fixed Income Investing
05-19-17 Equity Investing
05-26-17 The Big Take Away (contest)

RSVP to Bethany Smith at (714) 516-6150 or besmith@chapman.edu

FALL 2017 DATES

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