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. Dates and times are listed at the bottom of the page.

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 2021
It’s Your Money and It’s Your Estate will once again be offered in person this fall. Both series are also available as webinars. You can register for one or both and attend any or all of the sessions for that series online.

Register Now
As always, there is no cost to attend these sessions. If you register for the online series, you will receive a confirmation and a link. You will be sent a reminder email the day before each session. The “handout” material will be available at www.itsyourmoneyandestate.org. Look at the Fall 2021 series tab to get the weekly material.

Register for It's Your Money!
Register for It's Your Estate!

In Person Events
For the full schedule of all locations for “It’s Your Money!" and “It’s Your Estate!” please click here.

"It's Your Money!"

  • Newport Beach, Mondays: Sep. 20 - Nov. 8 / 10:00 AM - 11:30 AM
  • Laguna Niguel, Tuesdays: Sep. 14 - Nov. 2 / 1:30 PM - 3:00 PM
  • Irvine, Wednesdays: Sep. 15 - Nov. 3 / 1:00 PM - 2:30 PM
  • Huntington Beach, Wednesdays: Sep. 22 - Nov. 10 / 1:00 PM - 2:30 PM
  • Fullerton, Thursdays: Sep.16 - Nov. 4 / 2:00 PM - 3:30 PM
  • Laguna Beach, Fridays: Sep. 24 - Nov. 12 / 3:00 PM - 4:30 PM

"It's Your Estate!"

  • Brea, Mondays: Sep. 20 - Nov. 8 / 1:30 PM - 3:00 PM
  • Orange, Tuesdays: Sep. 14 - Nov. 2 / 10:00 AM - 11:30 AM
  • Irvine, Tuesdays: Sep. 14 - Nov. 2 / 1:30 PM - 3:00 PM
  • Mission Viejo, Thursdays: Sep. 16 - Nov. 4 / 10:00 AM - 11:30 AM 

Virtual Series
If you are unable to join in person, listed below is the full schedule for “It’s Your Money!" and “It’s Your Estate!” virtual series.

"It's Your Money!" Virtual Series

Thursdays, 10-11:30 a.m.
09-23-21 Introduction & Tax Update
09-30-21 Annuities & Mutual Funds
10-07-21 Financial Planning I
10-14-21 Financial Planning II
10-21-21 Medical Care Planning
10-28-21 Equity Investing
11-04-21 Fixed Income Investing
11-11-21 Money & Your Mind
 

"It's Your Estate!" Virtual Series

Fridays, 10-11:30 a.m.
09-24-21 Introduction & Tax Update
10-01-21 Estate Planning Basics
10-08-21 Planning for Incapacity
10-15-21 Living Trusts
10-22-21 Charitable Income & Tax Planning
10-29-21 Retirement Account Planning
11-05-21 Duties of Trustee & Executor
11-12-21 Case Study and Review
 

If you are unable to join live, recordings and information of the seminars are uploaded for later viewing.

View Past It's Your Money!
View Past It's Your Estate!


Please feel free to invite others to attend, register online, or watch the recordings! For more information, contact Lindsey Jacobs at (714) 628-7311 or ljacobs@chapman.edu.


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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