• No commercial or for-profit sponsors
• No speaker will receive attendees' name, address or phone number;
• No financial or insurance product will be sold
• No charity will solicit you for a donation.

The purpose of the program is to educate donors and consumers in the consumer financial arena and help them take charge of their own money and estate.  Financial and estate decisions require knowledge in many areas; accounting, finance, legal, insurance, taxes, investments and charitable planning.

CHARITABLE SPONSORS: Laguna Canyon Foundation, American Heart Association, Orange County Community Foundation, Arthritis Foundation, Child Abuse Prevention Center of Orange County and Great Park Conservancy.  

Newport Beach Library – It’s Your Estate (Mondays 10:00 AM to 11:30 AM)
Newport Beach Central Library, Friends Community Room, 1000 Avocado, Newport Beach
RESERVATIONS – Tracy Keys at the Newport Beach Library Foundation: 949.717.3890

03-31-08 Introduction/Quiz
04-07-08 Estate Planning Basics
04-14-08 Advanced Health Care Directive; Conservatorship & Power of Attorney over Assets
04-21-08 Advanced Estate Planning
04-28-08 Charitable Income & Tax Planning Issue
05-05-08 IRA; 401k; 403b and 457 plans distributions
05-12-08 Being a Trustee & Executor
05-19-08 Case Study/Review

Lakeview Senior Center - It’s Your Estate (Mondays 1:30 PM to 3:00 PM) 20 Lake Road Irvine
RESERVATIONS – Call the Keen Center for Senior Resources at (949) 724-6926.

04-07-08 Introduction/Quiz
04-14-08 Annuities & Mutual Funds
04-21-08 Financial Planning, Part I
04-28-08 Financial Planning, Part II
05-05-08 Long Term Care
05-12-08 Equity Investing
05-19-08 Fixed Income Investing
06-02-08 Investment Rules and Stock Market Contest  

Casa Romantica Cultural Center & Gardens – It’s Your Estate (Tuesdays 10:00 AM to 11:30 AM) 415 Avenida Granada, San Clemente, CA 92672 RESERVATIONS: Call Noreen at 949.498-2139 ext. 10

04-08-08 Introduction/Quiz
04-15-08 Annuities & Mutual Funds
04-22-08 Financial Planning, Part I
04-29-08 Financial Planning, Part II
05-06-08 Long Term Care
05-13-08 Equity Investing
05-20-08 Fixed Income Investing
05-27-08 Investment Rules and Stock Market Contest

Laguna Hills Florence Sylvester Senior Center – It’s Your Estate (Tuesdays 2:30 PM to 4:00 PM) 23721 Moulton Pkwy Laguna Hills, CA 92653 RESERVATIONS: Call Guine at 949.497.8324

04-08-08 Introduction/Quiz
04-15-08 Annuities & Mutual Funds
04-22-08 Financial Planning, Part I
04-29-08 Financial Planning, Part II
05-06-08 Long Term Care
05-13-08 Equity Investing
05-20-08 Fixed Income Investing
05-27-08 Investment Rules and Stock Market Contest

Fullerton Senior Center – It’s Your Money (Thursday 2:00 to 3:30 PM Fullerton Multi-Service Center 340 W. Commonwealth Ave, Fullerton RESERVATIONS – 714.738.6305

04-02-08 Introduction/Quiz
04-09-08 Estate Planning Basics
04-16-08 Advanced Health Care Directive; Conservatorship & Power of Attorney over Assets
04-23-08 Advanced Estate Planning
04-30-08 Charitable Income & Tax Planning Issue
05-07-08 IRA; 401k; 403b and 457 plans distributions
05-14-08 Being a Trustee & Executor
05-21-08 Case Study/Review

Norman P. Murray Community & Senior Center - It’s Your Money (Fridays 10:00 AM to 11:30 AM) 24932 Veterans Way, Mission Viejo RESERVATIONS – Call the Senior Center:  949.470.3062

04-04-08 Introduction/Quiz
04-11-08 Estate Planning Basics
04-18-08 Advanced Health Care Directive; Conservatorship & Power of Attorney over Assets
04-25-08 Advanced Estate Planning
05-02-08 Charitable Income & Tax Planning Issue
05-09-08 IRA; 401k; 403b and 457 plans distributions
05-16-08 Being a Trustee & Executor
05-23-08 Case Study/Review

Laguna Niguel Senior Center – It’s Your Money (Fridays 1:00 PM to 2:30 PM Sea Country Senior Center 24602 Aliso Creek Road, Laguna Niguel RESERVATIONS – Call the Senior Center for reservations/directions:  949.425.5151

04-04-08 Introduction/Quiz
04-11-08 Estate Planning Basics
04-18-08 Advanced Health Care Directive; Conservatorship & Power of Attorney over Assets
04-25-08 Advanced Estate Planning
05-02-08 Charitable Income & Tax Planning Issue
05-09-08 IRA; 401k; 403b and 467 plans distributions
05-16-08 Being a Trustee & Executor
05-23-08 Case Study/Review