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

Spring 2021
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 attend any or all of the sessions for that series.

Register Now
 
As always, there is no cost to attend these sessions. After you register 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 2020 series tab to get the weekly material.

Register for It's Your Money!
Register for It's Your Estate!
 
 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 register or watch the recordings! For more information, contact Lindsey Jacobs at (714) 628-7311 or ljacobs@chapman.edu.

"It's Your Money!" Virtual Series 

Wednesdays, 10-11:30 a.m.
04-14-21 Money Test & Tax Update
04-21-21 Annuities and Mutual Funds
04-28-21 Financial Planning I: Goals & Your Assets
05-05-21 Financial Planning II: Investing Money
05-12-21 Medical Care Planning: Caregiver & Insurance
05-19-21 Equity Investing: How to Use Stock
05-26-21 Fixed Income Investing: How to Use Bonds
06-02-21 It's Your Money and Your Mind
 

"It's Your Estate!" Virtual Series

Thursdays, 10-11:30 a.m.
04-15-21 Estate Test & Tax Update
04-22-21 Estate Planning Basics
04-29-21 Planning for Incapacity
05-06-21 Living Trusts
05-13-21 Charitable Giving
05-20-21 Retirement Account Planning
05-27-21 Trustee and Executor Duties
06-03-21 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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