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"It’s Your Money" and "It’s Your Estate"

The CHOC Children’s Foundation is a proud to announce that we, along with other local charitable organizations, will be a sponsor for the acclaimed Orange County-based series on managing money and estate planning. Each 8 week course will be a comprehensive series covering the basics from living trusts, to tax planning and retirement plan distributions.

You will not be solicited for any product or service, none of the presenters will receive your contact information, and no “for-profit” sponsors will be participating.  This is intended to be safe place to learn about financial and estate planning matters in a low-key, pressure-free environment.

Session Dates: Range from 8/30 – 11/5. Please click here for list of session details below.

Locations: Newport Beach, Orange, Laguna Niguel, Brea, Irvine, Huntington Beach, Fullerton, Mission Viejo, Costa Mesa, and Laguna Beach
(Click here for directions)

Cost: There is no cost or obligation to attend, pre-registration is recommended.

Register for a session: by phone – Alicia Balderas (714) 509-4672, email – abalderas@choc.org, or online – blue register button.

About our Workshops

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.

It’s Your Money
The “It’s 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 financial plan with or without a professional.

It’s Your Estate
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.

Moderators/Contact: Peter Kote, Trevor Murphy, and Richard Huntington

Charitable Sponsors: The American Heart Association, Chapman University, CHOC Children’s Foundation, FEELinControl.org, Laguna Canyon Foundation, Orange Coast College Foundation, St. Jude Memorial Foundation and The Salvation Army.

Sessions - Dates, Times, Locations

September 11 – October 30
Newport Beach Central Library - 1000 Avocado Street, Newport Beach | 949-548-2411

  • 9-11-17 - WEEK 1: Introduction & Quiz
  • 9-18-17 - WEEK 2: Annuities & Mutual Funds
  • 9-25-17 - WEEK 3: Financial Planning I
  • 10-02-17 - WEEK 4: Financial Planning II
  • 10-09-17 - WEEK 5: Long Term Care
  • 10-16-17 - WEEK 6: Equity Investing
  • 10-23-17 - WEEK 7: Fixed Income Investing
  • 10-30-17 - WEEK 8: The Big Take Away & Contest

September 13 - November 1
5701 Trabuco Road, Irvine | 949-724-7300

  • 9-13-17 - WEEK 1: Introduction & Quiz
  • 9-20-17 - WEEK 2: Annuities & Mutual Funds
  • 9-27-17 - WEEK 3: Financial Planning I
  • 10-04-17 - WEEK 4: Financial Planning II
  • 10-11-17 - WEEK 5: Long Term Care
  • 10-18-17 - WEEK 6: Equity Investing
  • 10-25-17 - WEEK 7: Fixed Income Investing
  • 11-01-17 - WEEK 8: The Big Take Away & Contest

September 14 – November 2
Fullerton Community Center - 340 W Commonwealth Avenue, Grand Hall A/B, Fullerton | 949-724-7300

  • 9-14-17 - WEEK 1: Introduction & Quiz
  • 9-21-17 - WEEK 2: Annuities & Mutual Funds
  • 9-28-17 - WEEK 3: Financial Planning I
  • 10-05-17 - WEEK 4: Financial Planning II
  • 10-12-17 - WEEK 5: Long Term Care
  • 10-19-17 - WEEK 6: Equity Investing (Location: 353 W. Commonwealth Ave)
  • 10-26-17 - WEEK 7: Fixed Income Investing
  • 11-02-17 - WEEK 8: The Big Take Away & Contest

September 7 – October 26
Norman P. Murray Senior Center - 24932 Veterans Way, Mission Viejo | 949-470-3062

  • 9-7-17 - WEEK 1: Introduction & Quiz
  • 9-14-17 - WEEK 2: Annuities & Mutual Funds
  • 9-21-17 - WEEK 3: Financial Planning I
  • 9-28-17 - WEEK 4: Financial Planning II
  • 10-05-17 - WEEK 5: Long Term Care
  • 10-12-17 - WEEK 6: Equity Investing (Location: 353 W. Commonwealth Ave)
  • 10-19-17 - WEEK 7: Fixed Income Investing
  • 10-26-17 - WEEK 8: The Big Take Away & Contest

September 08 – November 3
Orange Coast Community College Student Union Center - 2701 Fairview Road, Costa Mesa | 714-432-5707

  • 9-8-17 - WEEK 1: Introduction & Quiz
  • 9-15-17 - WEEK 2: Annuities & Mutual Funds
  • 9-22-17 - WEEK 3: Financial Planning I
  • 9-29-17 - WEEK 4: Financial Planning II
  • 10-06-17 - WEEK 5: Long Term Care
  • 10-13-17 - WEEK 6: Equity Investing
  • 10-20-17 - WEEK 7: Fixed Income Investing
  • 10-27-17 - NO CLASS
  • 11-03-17 - WEEK 8: The Big Take Away & Contest

September 12 – October 31
Orange Public Library - 407 East Chapman Avenue, Orange | 714-288-2470

  • 9-12-17 - WEEK 1: Introduction & Quiz
  • 9-19-17 - WEEK 2: Estate Planning Basics
  • 9-26-17 - WEEK 3: AHCD, Power of Attorney, Conservator
  • 10-03-17 - WEEK 4: Living Trust & More
  • 10-10-17 - WEEK 5: Charitable Income & Tax Planning Issues
  • 10-17-17 - WEEK 6: IRA & Retirement Plan Distributions
  • 10-24-17 - WEEK 7: The Role of a Trustee & Executor
  • 10-31-17 - WEEK 8: Case Study/Review

September 5 – October 24
Sea Country Center - 24602 Aliso Creek Road, Laguna Niguel | 949-425-5151

  • 9-05-17 - WEEK 1: Introduction & Quiz
  • 9-12-17 - WEEK 2: Estate Planning Basics
  • 9-19-17 - WEEK 3: AHCD, Power of Attorney, Conservator
  • 9-26-17 - WEEK 4: Living Trust & More
  • 10-03-17 - WEEK 5: Charitable Income & Tax Planning Issues
  • 10-10-17 - WEEK 6: IRA & Retirement Plan Distributions
  • 10-17-17 - WEEK 7: The Role of a Trustee & Executor
  • 10-24-17 - WEEK 8: Case Study/Review

September 5 – October 24
Brea Senior Center - 500 Sievers Avenue, Brea | 714-990-7751

  • 9-05-17 - WEEK 1: Introduction & Quiz
  • 9-12-17 - WEEK 2: Estate Planning Basics
  • 9-19-17 - WEEK 3: AHCD, Power of Attorney, Conservator
  • 9-26-17 - WEEK 4: Living Trust & More
  • 10-03-17 - WEEK 5: Charitable Income & Tax Planning Issues
  • 10-10-17 - WEEK 6: IRA & Retirement Plan Distributions
  • 10-17-17 - WEEK 7: The Role of a Trustee & Executor
  • 10-24-17 - WEEK 8: Case Study/Review

August 30 - October 25
City Senior Central Park - 18041 Goldenwest St, Huntington Beach | 714-536-5600

  • 8-30-17 - WEEK 1: Introduction & Quiz
  • 9-13-17 - WEEK 2: Estate Planning Basics
  • 9-20-17 - WEEK 3: AHCD, Power of Attorney, Conservator
  • 9-27-17 - WEEK 4: Living Trust & More
  • 10-04-17 - WEEK 5: Charitable Income & Tax Planning Issues
  • 10-11-17 - WEEK 6: NO CLASS
  • 10-18-17 - WEEK 7: IRA & Retirement Plan Distributions
  • 10-25-17 - WEEK 8: The Role of a Trustee & Executor

September 8 – October 27
Laguna Beach Senior Center - 380 Third Street, Laguna Beach | 949-715-8105

  • 9-08-17 - WEEK 1: Introduction & Quiz
  • 9-15-17 - WEEK 2: Estate Planning Basics
  • 9-22-17 - WEEK 3: AHCD, Power of Attorney, Conservator
  • 9-29-17 - WEEK 4: Living Trust & More
  • 10-06-17 - WEEK 5: Charitable Income & Tax Planning Issues
  • 10-13-17 - WEEK 6: IRA & Retirement Plan Distributions
  • 10-20-17 - WEEK 7: The Role of a Trustee & Executor
  • 10-27-17 - WEEK 8: Case Study/Review

Locations

Newport Beach

Irvine

Fullerton

Mission Viejo

Costa Mesa

Orange

Laguna Niguel

Brea

Huntington Beach

Laguna Beach

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CHOC Children's is affiliated with the UC Irvine School of Medicine