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Financial and Estate Literacy It’s Your Money and Estate Free Financial & Estate Planning Workshops
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Workshop Series

Workshops

Two free workshop series help participants make informed decisions about money, estate planning, healthcare choices, and charitable giving.

It’s Your Money

Financial planning topics in plain English.

This six-part series gives a clear overview of practical financial planning topics, including taxes, healthcare planning, investments, and giving.

  • 1Your Money, Your Future
  • 2Smart Financial Planning I
  • 3Medical Care Planning
  • 4Today’s Investment World
  • 5Equity & Fixed Income Investing
  • 6Smart Financial Planning II
Register for It’s Your Money See Schedule
It’s Your Estate

Estate planning decisions made easier to understand.

This six-part series explains estate planning fundamentals, healthcare directives, wills, trusts, retirement assets, philanthropy, and estate administration.

  • 1Estate Planning Fundamentals
  • 2Health Care & Power of Attorney
  • 3Guide to Wills & Trusts
  • 4Strong Retirement Asset Planning
  • 5Tax Advantages for Philanthropy
  • 6Navigating Estate Administration
Register for It’s Your Estate See Schedule

Educational, practical, and free to attend.

The workshops are designed to help participants understand important planning topics before making decisions with their own professional advisers.