Education First
Plain-English learning before major planning decisions.
Educate. Empower. Elevate Your Legacy.
Avoid the Sales Pitch. Get the Education.
Free nonprofit workshops and resources help you make informed financial, estate, healthcare, and charitable giving decisions before you meet with advisers.
About Financial & Estate Literacy
Educate. Empower. Elevate Your Legacy.
Financial and Estate Literacy, Inc. is a nonprofit providing clear education on money, estate, healthcare, and charitable planning without product sales pressure.
No Sales Pitch
No product pitches, no free-dinner pressure, and no referral-fee model.
Better Questions
Know what to ask before signing documents or handing over control.
Workshops
Free workshop education, with details on dedicated pages.
Start with the overview, check the current schedule, then register for the series that fits your questions.
Overview
View Workshops
Workshop Series
See how It’s Your Money and It’s Your Estate are organized and what each series covers.
Schedule
See Schedule
Current Dates and Formats
Find online and in-person options, printable schedule details, and registration notes.
Register
Register
Choose a Workshop Series
Use the registration page and printable schedule to choose the Money or Estate series.
Learning Library
Resources, articles, and videos now have room to grow.
Use the homepage as a starting point, then continue into the library pages for deeper materials.
Resources
Open Resources
PDFs, Schedules, and Helpful Links
Find starter materials, schedules, and trusted links by planning topic.
Articles
Read Articles
Planning Topics in Plain English
Browse educational articles by financial, estate, healthcare, tax, and giving topics.
Videos
Watch Videos
Presentations and Workshop Clips
Watch selected videos, testimonials, educational clips, and workshop presentations.
Tax-Wise Giving
Include charitable giving in the legacy conversation.
Learn how giving choices may connect with taxes, family goals, estate plans, and the causes people care about.
Education before action
Use the dedicated page as a starting point before discussing giving strategies with qualified professionals.
Sponsors
Sponsors help keep the workshops free.
Community sponsors help make free planning education easier to access.
American Heart AssociationCharitable sponsor
Chapman UniversityCharitable sponsor
CHOC FoundationCharitable sponsor
Library Foundation of Newport BeachCharitable sponsor
Providence Mission Hospital FoundationCharitable sponsor
Segerstrom Center for the ArtsCharitable sponsorSupport the program
Learn more about organizations supporting this work, or become a sponsor.
Contact
Ask a Question
Use the contact page for workshop, registration, schedule, resource, sponsorship, or organization questions.