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.