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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.

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 [Michael Vollmer] 
04-17-17 Planning for Incapacity [Teresa Gorman] 
04-24-17 Living Trusts [Jim Leese] 
05-01-17 Charitable Income & Tax Planning Issues [David Moore]
05-08-17 IRS & Retirement Plan Distributions [Michael Simon]
05-15-17 The Role of a Trustee & Executor [Susan Merritt & Peter Kote]
05-22-17 Case Study/Review [Steve Bemis & Peter Kote]

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

Lakeview Senior Center, 20 Lake Road, Irvine, CA
04-03-17 Introduction & Quiz [Trevor Murphy]
04-10-17 Estate Planning Basics [Holly Nabiey]
04-17-17 Planning for Incapacity [Dennis Jensen]
04-24-17 Living Trusts [Jonathon Mintz]
05-01-17 Charitable Income & Tax Planning Issues [David Moore]
05-08-17 IRA & Retirement Plan Distributions [Daryl Miller]
05-15-17 The Role of the Trustee & Executor [Trevor Murphy & Shelley O’Byrne]
05-22-17 Case Study/Review [Mark Powell & 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 [Neal Rutter & Peter Kote]
04-11-17 Financial Planning I [Delia Fernandez]
04-18-17 Financial Planning II [Delia Fernandez
04-25-17 Long Term Care Planning [Linda Stempel & Peter Kote]
05-02-17 Fixed Income Investing [Evelyn Zohlen]
05-09-17 Equity Investing [Mark Hebner]
05-16-17 The Big Take Away (content) [Patrick Stark]

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 [Neal Rutter & R. Huntington]
04-25-17 Financial Planning I [Ashley Bleckner]
05-02-17 Financial Planning II [Ashley Bleckner]
05-09-17 Long Term Care Planning [Linda Stempel]
05-16-17 Fixed Income Investing [Bill Cuthbertson]
05-23-17 Equity Investing [Wade Slome]
05-30-17 The Big Take Away (contest) [Meghan Coolbaugh]

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 [Neal Rutter & Peter Kote]
04-18-17 Financial Planning I [Robert McDaniel]
04-25-17 Financial Planning II [Robert McDaniel]
05-02-17 Long Term Care Planning [Linda Stempel]
05-09-17 Fixed Income Investing [David Little]
05-16-17 Equity Investing [Michael Allbee]
05-23-17 The Big Take Away (contest) [Carl Lachman]

FULLERTON – "It's Your Estate!" Wednesdays, 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 [Timothy Gray]
04-19-17 Planning for Incapacity [Barbara Dibble]
04-26-17 Living Trust [Shauna Anderson]
05-03-17 Charitable Income & Tax Planning Issues [Carolyn Swanson & Peter Kote]
05-10-17 IRA & Retirement Plan Distributions [Michael Simon]
05-17-17 The Role of a Trustee & Executor [Peter Kote & Susan Merritt]
05-24-17 Case Study/Review [Josh Ramirez & Peter Kote]

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 [Darlynn Morgan]
04-21-17 Planning for Incapacity [Peter Kote]
04-28-17 Living Trust & More [Leslie Daff]
05-05-17 Charitable Income & Tax Planning Issues [Lindsey Jacobs]
05-12-17 Retirement Account Planning [Michael Simon]
05-19-17 The Role of a Trustee & Executor [Trevor Murphy & Shelley O’Byrne]
05-26-17 NO CLASS
06-02-17 Case Study/Review [Steve Bemis & Trevor Murphy]

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 [Noelle Minto]
04-20-17 Planning for Incapacity [Fred Muscarella]
04-27-17 Living Trust [Eric Becker]
05-04-17 Charitable Income & Tax Planning Issues [David Moore]
05-11-17 IRA & Retirement Plan Distributions [Brian Mandel]
05-18-17 The Tole of a Trustee & Executor [Richard Huntington & Shelley O’Byrne]
05-27-17 Case Study/Review [Steve Bemis & Richard Huntington]

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 [Neal Rutter & Peter Kote]
04-21-17 Financial Planning I [Laura Tarbox]
04-28-17 Financial Planning II [Laura Tarbox]
05-05-17 Long Term Care Planning [Linda Stempel]
05-12-17 Fixed Income Investing [Kurt Beimfohr]
05-19-17 Equity Investing [Matt Balaker]
05-26-17 The Big Take Away (contest) [Megan Coolbaugh]

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


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.