The “It’s Your Estate” and “It’s Your Money” workshops are sponsored by a variety of Orange County charitable organizations. We do not allow for profit sponsors. There is no cost to the attendee because the more you know how to protect yourself, your family the greater likelihood you may give to a charity that represents your passion and values.
NO FINANCIAL PRODUCTS WILL BE SOLD, NO PROFESSIONAL WILL RECEIVE YOUR MAILING ADDRESS OR PHONE NUMBER AND NO CHARITY WILL SOLICIT A DONATION.
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The “Its Your Money” sessions cover the business of money; 12 hours of objective education over an 8 week period. Our instructors are local FEE ONLY financial advisors who all act in a fiduciary capacity with their clients. None of our speakers are licensed to sell any financial products. You will learn how they charge and the steps you need to take on your own or with a financial professional. We take the “secret sauce” out of investing.
The “It’s Your Estate” sessions cover all the legal documents you will need to set up an estate plan using a variety of local Orange County estate planning attorneys as instructors. We provide 12 hours of objective education over an 8 week period, 1 ½ hours per week. Each attorney explains their fees in detail and they do not receive your contact information.