Text Resize

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 Money" Mondays, 10 to 11:30 a.m.

Newport Beach Central Library, 1000 Avocado, Newport Beach, CA
09-11-17 Introduction & Quiz [Peter Kote
09-18-17 Annuities & Mutual Funds [Peter Kote & Neal Rutter]
09-25-17 Financial Planning I [Laura Tarbox]
10-02-17 Financial Planning II [Laura Tarbox]
10-09-17 Long Term Care [Kari Buist-Baker]
10-16-17 Equity Investing [Mark Hebner]
10-23-17 Fixed Income Investing [Kurt Beimfohr]
10-30-17 The Big Take Away & Contest [Patrick Stark & John Prichard]
11-06-17 Advanced Session [Mark Hebner & Peter Kote 6:30 p.m.-8:30 p.m.]

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 [Peter Kote]
09-19-17 Estate Planning Basics [Nicole Newman]
09-26-17 AHCD, Power of Attorney, Conservator [Teresa Gorman]
10-03-17 Living Trusts & More [Renee Gabbard]
10-10-17 Charitable Income & Tax Planning Issues [David Moore
10-17-17 IRA & Retirement Plan Distributions [Michael Simon]
10-24-17 The Role of the Trustee & Executor [Peter Kote & Shelly O'Byrne]
10-31-17 Case Study/Review [Peter Kote & Steve Bemis] 

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

Sea Country Center, 24602 Aliso Creek Road
09-05-17 Introduction & Quiz [Richard Huntington]
09-12-17 Estate Planning Basics [Jan Meyer]
09-19-17 AHCD, Power of Attorney, Conservator [Stephanie Winstead
09-26-17 Living Trust & More [Max Alavi]
10-03-17 Charitable Income & Tax Planning Issues [Bonnie Hayden]
10-10-17 Retirement Account Planning [Thomas Welch]
10-17-17 The Role of a Trustee & Executor [Richard Huntington/Karen Prinz]
10-24-17 Case Study/Review [Richard Huntington/Timothy Pickart

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 [Trevor Murphy]
09-12-17 Estate Planning Basics [Holly Nabiey]
09-19-17 Planning for Incapacity [Nicole Newman
09-26-17 Living Trust & More [Shauna Anderson]
10-03-17 Charitable Income & Tax Planning Issues [David Moore]
10-10-17 Retirement Account Planning [Michael Simon
10-17-17 The Role of a Trustee & Executor [Trevor Murphy/Shelly O'Byrne]
10-24-17 Case Study/Review [Trevor Murphy/Steve Bernis]

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

Trabuco Center, 5701 Trabuco Road 
09-13-17 Introduction & Quiz [Trevor Murphy]
09-20-17 Annuities & Mutual Funds [Neal Rutter]
09-27-17 Financial Planning I [Laurie Dubchansky]
10-04-17 Financial Planning II [Gina Chironis]
10-11-17 Long Term Care [Kari Buist-Baker]
10-18-17 Equity Investing [Gary Rennie]
10-25-17 Fixed Income Investing [William Buthbertson]
11-01-17 The Big Take Away & Contest [Trevor Murphy/Carl Lachman]
*New location 

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

Senior Center in Central Park, 18041 Goldenwest Street
08-30-17 Introduction & Quiz [Peter Kote]
09-13-17 Estate Planning Basics [Kara Rudin]
09-20-17 Planning for Incapacity [Dennis Jensen]
09-27-17 Living Trust & More [James Leese]
10-04-17 Charitable Income & Tax Planning Issues [David Moore]
10-11-17 NO CLASS
10-18-17 IRA & Retirement Plan Distributions [Mark Prendergast]
10-25-17 The Role of a Trustee & Executor [Peter Kote & Mark Powell]
**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 [Peter Kote]
09-21-17 Annuities & Mutual Funds [Delia Fernandez]
09-28-17 Financial Planning I [Aimee Calderon]
10-05-17 Financial Planning II [Aimee Calderon]
10-12-17 Long Term Care [Kari Buist-Baker
10-19-17 Equity Investing [Robert McDaniel]
10-26-17 Fixed Income Investing - 353 W. Commonwealth Avenue [Julie Bray]
11-02-17 The Big Take Away & Contest [Peter Kote & Carl Lachman

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 [Richard Huntington]
09-14-17 Annuities & Mutual Funds [Richard Huntington/Neal Rutter]
09-21-17 Financial Planning I [Mark Wilson]
09-28-17 Financial Planning II [Mark Wilson]
10-05-17 Long Term Care [Kari Buist-Baker]
10-12-17 Equity Investing [Angie Grillo]
10-19-17 Fixed Income Investing [Jeremy Portnoff]
10-26-17 The Big Take Away & Contest [Meghan Coolbaugh/Neal Rutter

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 [Trevor Murphy]
09-15-17 Annuities & Mutual Funds [Peter Kote]
09-22-17 Financial Planning I [Marty McNamara]
09-29-17 Financial Planning II [Patrick Chu]
10-06-17 Long Term Care [Kari Buist-Baker]
10-13-17 Equity Investing [Matthew Pixa]
10-20-17 Fixed Income Investing [William Cuthbertson]
10-27-17 NO CLASS
11-03-17 The Big Take Away & Contest [Trevor Murphy & Carl Lachman]

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 [Peter Kote]
09-15-17 Estate Planning Basics [Nicole Anderson]
09-22-17 Planning for Incapacity [Peter McMahan]
09-29-17 Living Trust & More [Leslie Daff]
10-06-17 Charitable Income & Tax Planning Issues [David Moore]
10-13-17 IRA & Retirement Plan Distributions [Michael Simon]
10-20-17 The Role of a Trustee & Executor [Peter Kote & Karen Prinz]
10-27-17 Case Study/Review [Peter Kote & Mark Powell

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


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