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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
SPRING 2018 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
04-02-18 Introduction & New Tax Law [Peter Kote & Mark Prendergast]
04-09-18 Estate Planning Basics [Rod Stern]
04-16-18 Planning for Incapacity [Susan Katzen]
04-23-18 Living Trusts [James Leese]
04-30-18 Charitable Income & Tax Planning Issues [Doug Corbin & Denise Ogawa]
05-07-18 IRA & Retirement Plan Distributions [Michael Simon]
05-14-18 The Role of a Trustee & Executor [Peter Kote]
05-21-18 Case Study/Review [Peter Kote]

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

Orange Public Library, 407 East Chapman Avenue 
04-10-18 Introduction and New Tax Law [Peter Kote & Gina Chironis]
04-17-18 Annuities & Mutual Funds [Peter Kote & Neal Rutter]
04-24-18 Financial Planning I [Patricia Parker]
05-01-18 Financial Planning II [Patricia Parker]
05-08-18 Medical Care Planning [Lee-Anne Godfrey]
05-15-18 Fixed Income Investing [Scott Anderson]
05-22-18 Equity Investing [Mark Hebner]
05-29-18 The Big Take Away (contest) [Peter Kote & Patrick Stark]

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

Sea Country Center, 24602 Aliso Creek Road
04-10-18 Introduction & New Tax Law [Richard Huntington & Marty McNamara]
04-17-18 Annuities & Mutual Funds [Neal Rutter & Richard Huntington]
04-24-18 Financial Planning I [William Cuthbertson]
05-01-18 Financial Planning II [William Cuthbertson]
05-08-18 Medical Care Planning [Lee-Anne Godfrey]
05-15-18 Fixed Income Investing [Mark Wilson]
05-22-18 Equity Investing [Ashley Bleckner]
05-29-18 The Big Take Away (contest) [Richard Huntington & Meghan Coolbaugh]

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

Brea Senior Center, 500 Sievers Avenue, Brea, CA
04-03-18 Introduction & New Tax Law [Trevor Murphy & Robert McDaniel]
04-10-18 Annuities & Mutual Funds [Peter Kote]
04-17-18 Financial Planning I [George McDaniel]
04-24-18 Financial Planning II [George McDaniel]

05-01-18 Medical Care Planning [Debbie Beatty]
05-08-18 Fixed Income Investing [Jayce Lowe]
05-15-18 Equity Investing [Michael Verity]
05-22-18 The Big Take Away (contest) [Peter Kote & Carl Lachman]

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

Trabuco Center, 5701 Trabuco Road 
04-05-18 Introduction & New Tax Law [Peter Kote & Marty McNamara]
04-12-18 Estate Planning Basics [Sophia Sakamoto]
04-19-18 Planning for Incapacity [Eric Becker]
04-26-18 Living Trusts [Leslie Daff]
05-03-18 Charitable Income & Tax Planning Issues [David Moore & Lindsey Jacobs]
05-10-18 IRA & Retirement Plan Distributions [Daryl Miller]
05-17-18 The Role of the Trustee & Executor [Trevor Murphy & Karen Haugen]
05-24-18 Case Study/Review [Trevor Murphy & Steve Giammichele]

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
04-04-18 Introduction & New Tax Law [Peter Kote, Carl Lachman & Michael Giangrande]
04-11-18 Estate Planning Basics [Barbara Dibble]
04-18-18 Planning for Incapacity [Priscilla A. Madrid]
04-25-18 Living Trust [Shauna Anderson]
05-02-18 Charitable Income & Tax Planning Issues [Tony Truong]
05-19-18 IRA & Retirement Plan Distributions [Greg Anderson]
05-16-18 The Role of a Trustee & Executor [Darin Barber]
05-23-18 Case Study/Review [Peter Kote & 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
04-05-18 Introduction and New Tax Law [Richard Huntington & Marty McNamara]
04-12-18 Estate Planning Basics [Noelle Minto]
04-19-18 Planning for Incapacity [Eric Becker]
04-26-18 Living Trust [Fred Muscarella]
05-03-18 Charitable Income & Tax Planning Issues [David Moore]
05-10-18 IRA & Retirement Plan Distributions [Stephanie Winstead]
05-17-18 The Role of a Trustee & Executor [Brian Bissell & Richard Huntington]
05-24-18 Case Study/Review [Richard Huntington & Tim Pickart]

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

Orange Coast Community College, 2701 Fairview Road
04-06-18 Introduction and New Tax Law [Peter Kote & Mark Prendergast]
04-13-18 Estate Planning Basics [Darlynn Morgan]
04-20-18 Planning for Incapacity [Carl Wayne]
04-27-18 Living Trust [Danielle Guerrero]
05-04-18 Charitable Income & Tax Planning Issues [David Moore & Lindsey Jacobs]
05-11-18 IRA & Retirement Plan Distributions [Michael Simon]
05-18-18 The Role of a Trustee & Executor [Trevor Murphy & Shelly O'Byrne]
05-25-18 Case Study/Review [Trevor Murphy & Steve Giammichele]

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

Laguna Beach Senior Center, 380 Third Street
04-06-18 Introduction & New Tax Law [Peter Kote & Gina Chironis]
04-13-18 Annuities & Mutual Funds [Peter Kote & Neal Rutter]
04-20-18 Financial Planning I [Laura Tarbox]
04-27-18 Financial Planning II [Laura Tarbox]
05-04-18 Medical Care Planning [Lee-Anne Godfrey]
05-11-18 Fixed Income Investing [Mike Nozzarella]
05-18-18 Equity Investing [Jonathan Chin]
05-25-18 The Big Take Away (contest) [Neal Rutter & Meghan Coolbaugh]

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

Fall 2018 DATES

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