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 2020
To keep everyone safe and healthy, both It’s Your Money and It’s Your Estate will each be offered through Zoom Webinar seminars for the Fall. You can register for one or both of the series. And when you register, you can attend any or all of the sessions for that series. Registration links will be posted once they are live.

As always, there is no cost to attend these sessions. After you register you will receive a confirmation and a link. We will also send you a reminder email the day before each session. The “handout” material will be available at www.itsyourmoneyandestate.org. Look at the Fall 2020 series tab to get the weekly material.
 
Please do not share your series link with anyone else. Only one person can use that link and, if you share the link and they log in before you, you will not be able to get in. However, please feel free to invite others to register! For more information, contact Lindsey Jacobs at (714) 628-7311 or ljacobs@chapman.edu.

"It's Your Money!" Virtual Series 

Tuesdays, 1:30 p.m.
09-22-20 Money Test & Tax Update
09-29-20 Annuities and Mutual Funds
10-06-20 Financial Planning I: Goals & Your Assets
10-13-20 Financial Planning II: Investing Money
10-20-20 Medical Care Planning: Caregiver & Insurance
10-27-20 Equity Investing: How to Use Stock
11-03-20 Fixed Income Investing: How to Use Bonds
11-10-20 It's Your Money and Your Mind
 

"It's Your Estate!" Virtual Series

Wednesdays, 1:30 p.m.
09-23-20 Estate Test & Tax Update
09-30-20 Estate Planning Basics
10-07-20 Planning for Incapacity
10-14-20 Living Trusts
10-21-20 Charitable Giving
10-28-20 Retirement Account Planning
11-04-20 Trustee and Executor Duties
11-11-20 Case Study and Review

Recordings Available

Given that everyone’s time is critical, these sessions will all be recorded and will be available approximately one week after each session. These videos will be available at www.itsyourmoneyandestate.org.
 
 
 
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