Finance and estate decisions require knowledge in many areas: accounting, finance, law, insurance, taxes, investments and charitable planning. To help you make educated and informed decisions about your financial future, Orange County United Way joins several local nonprofit organizations in sponsoring the It’s Your Money/ It’s Your Estate free workshops series throughout Orange County.
HOW YOU WILL BENEFIT
The free workshop series will give you the resources to make confident financial, estate, and charitable decisions that will help direct your estate to causes that you are passionate about. For example, Orange County United Way’s mission is to fight for the education, health, housing and financial stability for every person in Orange County. By attending the “It’s Your Money and It’s Your Estate” workshops, you can discover how you can direct your money to organizations that share your same passion.
The workshop series is free and 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.
This workshop series provides the resources people need to make confident financial, estate and charitable decisions.
IT’S YOUR MONEY – In the “It’s Your Money” program 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 common 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 presenters teach the following topics: Will, Probate, Durable Powers, Advanced Health Care Directive and establishing a Living Trust. Presenters also explain the possible value of charitable gift annuities and charitable remainder trusts. The goal is to present a series that is comfortable and enriching to all and that you will recommend it to friends and family for their benefit as well.
SPRING 2019 SCHEDULE
Download the It’s Your Money and It’s Your Estate Spring 2019 Workshop Series schedule PDF including location and dates/times.
Then RSVP to Doug McKay by clicking the button below.