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 2019
RSVP to Anthony Bonilla at (714) 516-6150 or abonilla@chapman.edu

Newport Beach - "It's Your Money!" Mondays, 10 to 11:30 a.m.

Newport Beach Central Library, 1000 Avocado, Newport Beach, CA
09-16-19 Introduction [Peter Kote]
09-23-19 The Financial Sales Game [Laurie Dubchansky]
09-30-19 Financial Planning I [Laura Tarbox]
10-07-19 Financial Planning II [Laura Tarbox]
10-14-19 Medical Care Planning [Lee-Ann Godfrey]
10-21-19 Fixed Income Investing [Scott Walker]
10-28-19 Equity Investing [John Heldman]
11-04-19 12 Step Recovery for Investors [Mark Hebner]

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

Orange Public Library, 407 East Chapman Avenue 
09-10-19 Introduction [Peter Kote]
09-17-19 Estate Planning Basics [Shauna Anderson]
09-24-19 Planning for Incapacity [Dennis Jensen]
10-01-19 Living Trust [Steve Giammichele]
10-08-19 Charitable Income and Tax Planning Basics [Peter Kote]
10-15-19 Retirement Account Planning [Michael Simon]
10-22-19 The Role of a Trustee & Executor [Don Vivrette]
10-29-19 Case Study/Review [Steve Bemis]

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

Sea Country Center, 24602 Aliso Creek Road
09-03-19 Introduction [Richard Huntington]
09-10-19 Estate Planning Basics [Amy Fenelli Ciftcikara]
09-17-19 Planning for Incapacity [Eric Becker]
09-24-19 Living Trust & More [Stephanie Winstead]
10-01-19 Charitable Income & Tax Planning Issues [Don Vivrette]
10-08-19 Retirement Account Planning [Daryl Miller]
10-15-19 The Role of a Trustee & Executor [Richard Huntington]
10-22-19 Case Study/Review [Steve Giammichele]

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

Brea Senior Center, 500 Sievers Avenue, Brea, CA
09-03-19 Introduction [George McDaniel]
09-10-19 Annuities & Mutual Funds [Peter Kote/Neal Rutter]
09-17-19 Financial Planning I [Robert McDaniel]
09-24-19 Financial Planning II [Robert McDaniel]

10-01-19 Medical Care Planning [Peter Kote]
10-08-19 Fixed Income Investing [Scott Rojas]
10-15-19 Equity Investing [Michael Allbee]
10-22-19 The Big Take Away (contest) [Michael Verity]

La Habra - "It's Your Estate!" Tuesdays, 10:00 a.m. to 11:30 a.m. 

La Habra Community Center, 101 W. La Habra Blvd., La Habra, CA
09-02-19 Intro and Tax Update [Travis McShane]
09-10-19 Estate Planning Basics [Mary Mullin]
09-17-19 Planning for Incapacity [Darin Barber]
09-24-19 Living Trust & Beyond [Daniel York]

10-01-19 Charitable Income & Tax Planning Basics [Don Vivrette]
10-08-19 Estate Planning for IRAs & Retirement Plans [Marty Burbank]
10-15-19 The Role of a Trustee & Executor [Trevor Murphy]
10-22-19 Case Study & Review [Alex Varela & Travis McShane]

Huntington Beach - "It's Your Money!" Wednesdays, 2:30 p.m. to 4:00 p.m.

Norman P. Murray Senior Center, 24932 Veterans Way, Huntington Beach, CA 
09-04-19 Introduction and New Tax Law [Peter Kote]
09-11-19 The Financial Sales Game [Wes Long]
09-18-19 Financial Planning I [Delia Fernandez]
09-25-19 Financial Planning II [Delia Fernandez]
10-02-19 Medical Care Planning [Lee-Anne Godfrey]
10-09-19 Equity Investing [Julie Bray]
10-16-19 Fixed Income Investing [Scott Anderson]
10-23-19 The Big Take Away [Mark Pendergast]

Irvine - "It's Your Money!" Mondays, 1 p.m. to 2:30 p.m.

5701 Trabuco Road, Irvine, CA
09-09-19 Introduction [Trevor Murphy]
09-16-19 The Financial Sales Game [Neal Rutter]
09-23-19 Financial Planning I [Lawrence Chin]
09-30-19 Financial Planning II [Lawrence Chin]
10-07-19 Medical Care Planning [Lee-Anne Godfrey]
10-14-19 Equity Investing [Michael Albee]
10-21-19 Fixed Income Investing [Mark Wilson]
10-28-19 The Big Take Away [Carl Lachman]

Fullerton - "It's Your Money!" Wednesdays, 2 p.m. to 3:30 p.m. 

Fullerton Community Center, 340 W. Commonweath Avenue, Grand Hall A/B
09-04-19 Into & Tax Update [Carl Lachman/Alex Lozano]
09-11-19 Annuities & Mutual Funds [Robert McDaniel]
09-18-19 NO CLASS
09-25-19 Financial Planning 1: Goals & Your Assets  [Julie Bray]
10-02-19 Financial Planning 2: Investing Your Money [Julie Bray]
10-09-19 Medical Care Planning: Caregivers & Insurance [Debbie Beatty]
10-16-19 Equity Investing: How to use Stocks [Mike Verity]
10-23-19 Fixed Income Investing: How to Use Bonds [David Little]
10-30-19 Your Money & Your Mind - Stock Market Contest [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
09-05-19 Introduction and New Tax Law [Richard Huntington]
09-12-19 The Financial Sales Game [Neal Rutter]
09-19-19 Finanial Planning I [Ashley Bleckner]
09-26-19 Financial Planning II [Ashley Bleckner]
10-03-19 Medical Care Planning [Lee-Ann Godfrey]
10-10-19 Equity Investing [Marty McNamara]
10-17-19 The Role of a Trustee & Executor [Scott Walker]
10-24-19 Case Study/Review [Megan Coolbaugh]

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

Orange Coast College, 2701 Fairview Road, Ronnenberg Sustainability, Education Center Classroom 101, Adams Parking Lot
10-04-19 Introduction and New Tax Law [Trevor Murphy]
10-11-19 Financial Sales Game [Neal Rutter]
10-18-19 Financial Planning I [Ashley Bleckner]
10-25-19 Financial Planning II [Ashley Bleckner]
11-01-19 Medical Care Planning [Christina Palmer]
11-08-19 Equity Investing [Patrick Chu]
11-15-19 Fixed Income Investing [Kurt Beimfohr]
11-22-19 The Big Take Away [Carl Lachman]

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

Susi Q Senior Center, 380 Third Street, Laguna Beach, CA
09-06-19 Introduction [Peter Kote]
09-13-19 Estate Planning Basics [Lindzey Cain]
09-20-19 Planning for Incapacity [Peter McMahon]
09-27-19 Living Trust & More [Leslie Daff]
10-04-19 Charitable Income & Tax Planning Issues [Don Vivrette]
10-11-19 Retirement Account Planning [Michael Simon]
10-18-19 The Role of a Trustee & Executor [Peter Kote]
10-25-19 Case Study/Review [Steve Bemis

Spring 2020 DATES

The Spring series will take place in September through October. For more information
contact Anthony Bonilla at (714) 516-6150 or abonilla@chapman.edu.
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