PDFs and Schedules
Find printable schedules and planning documents for the workshop program.
View PDFs and SchedulesResources Library
PDFs, Schedules, and Helpful Links
Start with a topic or open selected materials quickly.
Resource Areas
Choose the kind of information you need.
Use these starting points for schedules, handouts, articles, videos, and reliable links.
Handouts
Browse workshop handouts and planning materials by topic.
View HandoutsArticles
Open the article library for planning topics and educational reading.
Open ArticlesVideos
Open the video library for testimonials, workshops, press, and education.
Open VideosUseful Links
Use selected outside resources for legal, tax, planning, and consumer questions.
View Useful LinksTopics
Choose a resource area.
Use these topics to find PDFs, links, articles, and handouts by planning area.
Financial Planning
Budgeting, taxes, investments, retirement accounts, and planning questions.
Browse TopicEstate Planning
Planning documents, probate basics, estate administration, and family conversations.
Browse TopicWills and Trusts
Plain-English materials on common planning tools and trustee responsibilities.
Browse TopicHealthcare Decisions
Directives, powers of attorney, medical care planning, and decision conversations.
Browse TopicCharitable Giving
Tax-wise giving, donor-advised funds, charitable trusts, and planned gifts.
Browse TopicTaxes
Tax questions connected to planning, gifts, estates, and financial decisions.
Browse TopicFraud Prevention and Scams
Resources for spotting warning signs and asking clearer questions before acting.
Browse TopicAsk First
Guidance for clearer conversations with advisers.
Browse TopicWorkshop Schedules
Current workshop date, registration, and printable schedule information.
Browse TopicWorkshop Handouts
Workshop handouts and planning materials.
Start with selected schedules, forms, helpful links, and planning handouts.
Spring 2026 Workshop Schedule
View the current schedule area for workshop dates, formats, and registration details.
View Schedule DetailsSponsorship Opportunities - Financial & Estate Literacy
Learn how organizations can support the free educational workshops.
Sponsorship DetailsAsk First Guidance
Plain-English guidance for organizing questions before working with a professional adviser.
Learn About Ask FirstGuide to Wills & Trusts - Katie Saltron - Spring 2026
A selected Estate workshop handout for wills and trusts topics.
Medical Care Planning - Tara Ackley - Spring 2026
A selected workshop handout for healthcare decisions and medical care planning.
Today’s Investment World - Kirk Ito - Spring 2026
A selected Money workshop handout for investment planning topics.
Equity and Fixed Income Investing - Easton Price & Jordan Bromley - Spring 2026
A workshop handout for investment planning topics.
Printable Schedules
Printable schedules and handouts.
Printable schedules and handouts are published as workshop materials are released.
Helpful Links
Helpful Links
Legal, tax, financial planning, and consumer protection links are grouped into simple cards.
Helpful Links
Reliable starting points for planning questions.
Use these links for legal, tax, financial planning, and consumer protection reference information.
California Probate Code
California legal code reference for probate and estate questions.
Open LinkEstate Planning Answers from the American Bar Association
General estate planning background from the American Bar Association.
Open LinkFINRA BrokerCheck
A public tool for checking broker and investment adviser backgrounds.
Open Link