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

Spring 2020 CANCELLED
We anticipate the series proceeding as usual in Fall 2020 (September)
For more information, contact Lindsey Jacobs at (714) 628-7311 or ljacobs@chapman.edu

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

Newport Beach Central Library, 1000 Avocado St,, Newport Beach, CA
03-30-20 Introduction and Tax Update [Peter Kote]
04-06-20 Estate Planning Basics [Rod Stein]
04-13-20 Planning for Incapacity [Christina McGonigle]
04-20-20 Living Trust and Beyond [Jim Leese]
04-27-20 Estate Planning for IRAs & Retirement Plans [Michael Simon]
05-04-20 Charitable Income & Tax Planning Basics [Don Vivrette]
05-11-20 The Role of a Trustee & Executor [Peter Kote OR Trevor Murphy]
05-18-20 Case Study and Review [Peter Kote/Steve Bemis]

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

Orange Public Library, 407 East Chapman Avenue, Orange, CA
04-03-20 New Tax Law [TBD]
04-10-20 Sales Game [TBD]
04-17-20 Financial Planning I [TBD]
04-24-20 Financial Planning II [TBD]
05-01-20 Medical Care Planning [TBD]
05-08-20 Fixed Income Investing [TBD]
05-15-20 Equity Investing [TBD]
05-22-20 The Big Take Away (contest [TBD]

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

Sea Country Center, 24602 Aliso Creek Road, Laguna Niguel, CA
04-14-20 Introduction and New Tax Law [TBD]
04-21-20 Annuities & Mutual Funds [TBD]
04-28-20  Financial Planning I [TBD]
05-05-20  Financial Planning II [TBD]
05-12-20 Medical Care Planning [TBD]
05-19-20 Fixed Income Investing [TBD]
05-26-20 Equity Investing [TBD]
06-02-20 The Big Take Away (contest) [TBD]

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

Brea Senior Center, 500 Sievers Avenue, Brea, CA
04-14-20 Introduction and New Tax Law [TBD]
04-21-20 Annuities & Mutual Funds [TBD]
04-28-20 Financial Planning I [TBD]
05-05-20 Financial Planning II [TBD]
05-12-20 Medical Care Planning [TBD]
05-19-20 Fixed Income Investing [TBD]
05-26-20 Equity Investing [TBD]
06-02-20 The Big Take Away (contest) [TBD]

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

La Habra Community Center, 101 W. La Habra Blvd., La Habra, CA
04-02-20 Introduction and New Tax Law [TBD]
04-09-20  Annuities & Mutual Funds [TBD]
04-16-20 Financial Planning 1: Goals & Your Assets [TBD]
04-23-20 Financial Planning 2: Investing Your Money [TBD]
04-30-20 Medical Care Planning: Caregivers & Insurance [TBD]
05-07-20  Equity Investing: How to Use Stocks [TBD]
05-14-20 Fixed Income Investing: How to Use Bonds [TBD]
05-21-20 Your Money & Your Mind, plus Stock Market Contest results [TBD]

Huntington Beach - "It's Your Estate!" Thursdays, 12:00 p.m. to 1:30 a.m. 

Senior Center in Central Park, 18041 Goldenwest St., Huntington Beach, CA
04-02-20 Introduction and Tax Update [Mark Prendergast]
04-09-20 Estate Planning Basics [Trent Marcus]
04-16-20 Planning for Incapacity [Janet Lund]
04-23-20 Living Trusts & More [Max Alavi]
04-30-20 Charitable Income & Tax Planning Issues [David Moore]
05-07-20 Retirement Account Planning [Daryl Miller]
05-14-20 NO CLASS
05-21-20 The Role of a Trustee & Executor [Peter Kote]
05-28-20 Case Study/Document Review [Steve Giammichele]

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

Trabuco Senior Center, 5701 Trabuco Road, Irvine, CA
04-06-20 Introduction and New Tax Law [TBD]
04-13-20 Estate Planning Basics [TBD]
04-20-20 Planning for Incapacity [TBD]
04-27-20  Living Trusts [TBD]
05-04-20  Charitable Income & Tax Planning Issues [TBD]
05-11-20 Retirement Account Planning [TBD]
05-18-20 The Role of a Trustee & Executor [TBD]
05-25-20 Case Study/Review [TBD]

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

Fullerton Community Center, 340 W. Commonweath Avenue, Grand Hall A/B
04-01-20 Introduction & Tax Update [TBD]
04-08-20  Estate Planning Basics [TBD]
04-15-20 Planning for Incapacity [TBD]
04-22-20  Living Trust and Beyond [TBD]
04-29-20  Charitable Income & Tax Planning Basics [TBD]
05-06-20 Estate Planning for IRAs & Retirement Plans [TBD]
05-13-20 NO CLASS 
05-20-20 The Role of a Trustee & Executor [TBD]
05-27-20 Case Study and Review [TBD]

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

Orange Coast College, 2701 Fairview Road, Ronnenberg Sustainability, Education Center Classroom 101, Adams Parking Lot
04-03-20 Introduction and New Tax Law [TBD]
04-10-20 Estate Planning Basics [TBD]
04-17-20 Planning for Incapacity [TBD]
04-24-20 Living Trusts [TBD]
05-01-20 Charitable Income & Tax Planning Issues [TBD]
05-08-20 Retirement Account Planning [TBD]
05-15-20 The Role of a Trustee & Executor [TBD]
05-22-20 Case Study/Review [TBD]

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
04-03-20 Introduction/Sales Game [TBD]
04-10-20 New Tax Law [TBD]
04-17-20  Financial Planning I [TBD]
04-24-20 Financial Planning II [TBD]
05-01-20  Medical Care Planning [TBD]
05-08-20  Fixed Income Investing [TBD]
05-15-20 Equity Investing [TBD]
05-22-20 12 Step Recovery for Investors [TBD]

FALL 2020 DATES

The Fall series will take place in September through October. For more information
contact Lindsey Jacobs at (714) 628-7311 or ljacobs@chapman.edu.
 
 
 
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