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

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

Newport Beach Central Library, 1000 Avocado, Newport Beach, CA
09-11-17 Introduction & Quiz 
09-18-17 Annuities & Mutual Funds
09-25-17 Financial Planning I 
10-02-17 Financial Planning II 
10-09-17 Long Term Care
10-16-17 Equity Investing 
10-23-17 Fixed Income Investing
10-30-17 The Big Take Away & Contest

ORANGE – "It's Your Estate!" Tuesday, 9:30 a.m. to 11:00 a.m. 

Orange Public Library, 407 East Chapman Avenue 
09-12-17 Introduction & Quiz 
09-19-17 Estate Planning Basics 
09-26-17 AHCD, Power of Attorney, Conservator 
10-03-17 Living Trusts & More
10-10-17 Charitable Income & Tax Planning Issues 
10-17-17 IRA & Retirement Plan Distributions 
10-24-17 The Role of the Trustee & Executor 
10-31-17 Case Study/Review 

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

Sea Country Center, 24602 Aliso Creek Road, Laguna Niguel, CA
09-05-17 Introduction & Quiz 
09-12-17 Estate Planning Basics 
09-19-17 AHCD, Power of Attorney, Conservator 
09-26-17 Living Trust & More
10-03-17 Charitable Income & Tax Planning Issues
10-10-17 IRA & Retirement Plan Distributions 
10-17-17 The Role of a Trustee & Executor 
10-24-17 Case Study/Review 

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

Brea Senior Center, 500 Sievers Avenue, Brea, CA
09-05-17 Introduction & Quiz 
09-12-17 Estate Planning Basics 
09-19-17 AHCD, Power of Attorney, Conservator 
09-26-17 Living Trust & More
10-03-17 Charitable Income & Tax Planning Issues
10-10-17 IRA & Retirement Plan Distributions 
10-17-17 The Role of a Trustee & Executor 
10-24-17 Case Study/Review 

Irvine* – "It's Your Money!" Wednesday, 1 p.m. to 2:30 p.m

Trabuco Center, 5701 Trabuco Road 
09-13-17 Introduction & Quiz
09-20-17 Annuities & Mutual Funds
09-27-17 Financial Planning I
10-04-17 Financial Planning II
10-11-17 Long Term Care
10-18-17 Equity Investing
10-25-17 Fixed Income Investing 
11-01-17 The Big Take Away & Contest 
*New location 

Huntington Beach** – "It's Your Estate!" Wednesdays, 2 to 3:30 p.m.

Fullerton Community Center, Grand Hall A & B, 340 W Commonwealth Avenue, Fullerton, CA
08-30-17 Introduction & Quiz
09-13-17 Estate Planning Basics
09-20-17 AHCD, Power of Attorney, Conservator
09-27-17 Living Trust & More
10-04-17 Charitable Income & Tax Planning Issues
10-11-17 NO CLASS
10-18-17 IRA & Retirement Plan Distributions
10-25-17 The Role of a Trustee & Executor 
**New site 

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

Fullerton Community Center, 340 W. Commonweath Avenue, Grand Hall A/B
09-14-17 Introduction & Quiz
09-21-17 Annuities & Mutual Funds
09-28-17 Financial Planning I
10-05-17 Financial Planning II
10-12-17 Long Term Care
10-19-17 Equity Investing (353 W. Commonwealth Avenue)
10-26-17 Fixed Income Investing
11-02-17 The Big Take Away & Contest

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

Norman P. Murray Senior Center, 24932 Veterans Way, Mission Viejo, CA
09-07-17 Introduction & Quiz
09-14-17 Annuities & Mutual Funds
09-21-17 Financial Planning I
09-28-17 Financial Planning II
10-05-17 Long Term Care
10-12-17 Equity Investing
10-19-17 Fixed Income Investing
10-26-17 The Big Take Away & Contest 

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

Orange Coast Community College, 2701 Fairview Road
09-08-17 Introduction and Quiz
09-15-17 Annuities & Mutual Funds
09-22-17 Financial Planning I
09-29-17 Financial Planning II
10-06-17 Long Term Care
10-13-17 Equity Investing
10-20-17 Fixed Income Investing
10-27-17 NO CLASS
11-03-17 The Big Take Away & Contest

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

Laguna Beach Senior Center, 380 Third Street
09-08-17 Introduction & Quiz
09-15-17 Estate Planning Basics
09-22-17 AHCD, Power of Attorney, Conservator
09-29-17 Living Trust & More
10-06-17 Charitable Income & Tax Planning Issues
10-13-17 IRA & Retirement Plan Distributions
10-20-17 The Role of a Trustee & Executor 
10-27-17 Case Study/Review

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

SPRING 2018 DATES

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