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.
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.
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 [
04-15-19 Planning for Incapacity [
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 Bemis
& Peter 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
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
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
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
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
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
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
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
Fall 2019 DATES
The Spring series will take place in September through October. For more information
contact David B. Moore at firstname.lastname@example.org
or (714) 516-4590.