Workshop Community
- Financial & Estate Literacy, Inc.
- Orange County
Workshop Schedule
It’s Your Money! and It’s Your Estate!
Spring 2026 Workshop Series
Two free workshop series help participants make informed decisions about money, estate planning, health care documents, charitable giving, and legacy protection. Choose an online webinar or in-person workshop below.
Moderators
- Peter Kote
- Trevor Murphy
- Silvia Rosales
- Richard Huntington
- Carl Lachman
- Patricia Collins
Contact
Six-Week Tracks
Choose the series that matches the decision in front of you.
It’s Your Money!
This six-part series gives you a clear overview of key financial topics, including tax updates, planning, medical care planning, investments, equity and fixed income investing, and practical next steps for managing your money.
It’s Your Estate!
This six-part series explains core estate planning topics in plain language, including estate planning fundamentals, health care documents, powers of attorney, wills, trusts, retirement assets, philanthropy, and estate administration.
It’s Your Money!
Week
It’s Your Estate!
Your Money, Your Future (Tax Update)
1
Estate Planning Fundamentals
Smart Financial Planning I
2
Health Care & Power of Attorney
Medical Care Planning
3
Guide To Wills & Trusts
Today’s Investment World
4
Strong Retirement Asset Planning
Equity & Fixed Income Investing
5
Tax Advantages For Philanthropy
Smart Financial Planning II
6
Navigating Estate Administration
Register
Spring 2026 Workshop Schedule
Review dates, speakers, venue details, and registration options below. The printable PDF remains available for download.
Online Webinars
Online Zoom Webinar Schedule
Register for the online webinar series and attend each weekly session by Zoom.
It’s Your Money!
Zoom
Location
Zoom Online
Online
Registration
Register Here
| Week | Date | Topic | Speaker |
|---|---|---|---|
| 1 | 04-16-26 | Your Money, Your Future (Tax Update) | TBA |
| 2 | 04-23-26 | Smart Financial Planning I | TBA |
| 3 | 04-30-26 | Medical Care Planning | TBA |
| 4 | 05-07-26 | Today’s Investment World | TBA |
| 5 | 05-14-26 | Equity & Fixed Income Investing | TBA |
| 6 | 05-21-26 | Smart Financial Planning II | TBA |
It’s Your Estate!
Zoom
Location
Zoom Online
Online
Registration
Register Here
| Week | Date | Topic | Speaker |
|---|---|---|---|
| 1 | 04-17-26 | Estate Planning Fundamentals | TBA |
| 2 | 04-24-26 | Health Care & Power of Attorney | TBA |
| 3 | 05-01-26 | Guide To Wills & Trusts | TBA |
| 4 | 05-08-26 | Strong Retirement Asset Planning | TBA |
| 5 | 05-15-26 | Tax Advantages For Philanthropy | TBA |
| 6 | 05-22-26 | Navigating Estate Administration | TBA |
In Person
In-Person Workshop Location Schedule
Choose a workshop location, then register with the host venue or call the listed phone number.
It’s Your Estate!
Newport Beach
Location
Civic Center Community Room
100 Civic Center Drive
Registration
Register Here
Or call 949-717-3818
| Week | Date | Topic | Speaker |
|---|---|---|---|
| 1 | 03-23-26 | Estate Planning Fundamentals | TBA |
| 2 | 03-30-26 | Health Care & Power of Attorney | TBA |
| 3 | 04-06-26 | Guide To Wills & Trusts | TBA |
| 4 | 04-13-26 | Strong Retirement Asset Planning | TBA |
| 5 | 04-20-26 | Tax Advantages For Philanthropy | TBA |
| 6 | 04-27-26 | Navigating Estate Administration | TBA |
It’s Your Money!
Brea
Location
Brea Senior Center
500 Sievers Avenue
Registration
Call to Register
Call 714-990-7750
| Week | Date | Topic | Speaker |
|---|---|---|---|
| 1 | 04-06-26 | Your Money, Your Future (Tax Update) | TBA |
| 2 | 04-13-26 | Smart Financial Planning I | TBA |
| 3 | 04-20-26 | Medical Care Planning | TBA |
| 4 | 04-27-26 | Today’s Investment World | TBA |
| 5 | 05-04-26 | Equity & Fixed Income Investing | TBA |
| 6 | 05-11-26 | Smart Financial Planning II | TBA |
It’s Your Money!
Orange
Location
Orange Public Library
407 E. Chapman Ave.
Registration
Registration link coming soon
Call 714-288-2468
| Week | Date | Topic | Speaker |
|---|---|---|---|
| 1 | 04-07-26 | Your Money, Your Future (Tax Update) | TBA |
| 2 | 04-14-26 | Smart Financial Planning I | TBA |
| 3 | 04-21-26 | Medical Care Planning | TBA |
| 4 | 04-28-26 | Today’s Investment World | TBA |
| 5 | 05-05-26 | Equity & Fixed Income Investing | TBA |
| 6 | 05-12-26 | Smart Financial Planning II | TBA |
It’s Your Money!
Laguna Niguel
Location
Sea Country Center
24602 Aliso Creek Road
Registration
Call to Register
Call 949-425-5151
| Week | Date | Topic | Speaker |
|---|---|---|---|
| 1 | 04-21-26 | Your Money, Your Future (Tax Update) | TBA |
| 2 | 04-28-26 | Smart Financial Planning I | TBA |
| 3 | 05-05-26 | Medical Care Planning | TBA |
| 4 | 05-12-26 | Today’s Investment World | TBA |
| No class | 05-19-26 | No class | Not applicable |
| 5 | 05-26-26 | Equity & Fixed Income Investing | TBA |
| 6 | 06-02-26 | Smart Financial Planning II | TBA |
It’s Your Money!
Irvine
Location
Lakeview Center
20 Lake Rd
Registration
Register Here
Or call 949-724-6900
| Week | Date | Topic | Speaker |
|---|---|---|---|
| 1 | 04-15-26 | Your Money, Your Future (Tax Update) | TBA |
| 2 | 04-22-26 | Smart Financial Planning I | TBA |
| 3 | 04-29-26 | Medical Care Planning | TBA |
| 4 | 05-06-26 | Today’s Investment World | Michael Allbee |
| 5 | 05-13-26 | Equity & Fixed Income Investing | TBA |
| 6 | 05-20-26 | Smart Financial Planning II | TBA |
It’s Your Estate!
Huntington Beach
Location
Senior Center in Central Park
18041 Goldenwest St.
Registration
Register Here
Or call 714-536-5600
| Week | Date | Topic | Speaker |
|---|---|---|---|
| 1 | 04-15-26 | Estate Planning Fundamentals | TBA |
| 2 | 04-22-26 | Health Care & Power of Attorney | TBA |
| 3 | 04-29-26 | Guide To Wills & Trusts | TBA |
| 4 | 05-06-26 | Strong Retirement Asset Planning | TBA |
| 5 | 05-13-26 | Tax Advantages For Philanthropy | TBA |
| 6 | 05-20-26 | Navigating Estate Administration | TBA |
It’s Your Estate!
Mission Viejo
Location
Norman P. Murray Senior Center
24932 Veterans Way
Registration
Register Here
Or call 949-470-3062
| Week | Date | Topic | Speaker |
|---|---|---|---|
| 1 | 04-16-26 | Estate Planning Fundamentals | TBA |
| 2 | 04-23-26 | Health Care & Power of Attorney | TBA |
| 3 | 04-30-26 | Guide To Wills & Trusts | TBA |
| 4 | 05-07-26 | Strong Retirement Asset Planning | TBA |
| 5 | 05-14-26 | Tax Advantages For Philanthropy | TBA |
| 6 | 05-21-26 | Navigating Estate Administration | TBA |
It’s Your Estate!
Fullerton
Location
Fullerton Community Center
340 W Commonwealth Ave.
Registration
Register Here
Or call 714-738-6575
| Week | Date | Topic | Speaker |
|---|---|---|---|
| 1 | 04-02-26 | Estate Planning Fundamentals | Greg Anderson |
| 2 | 04-09-26 | Guide To Wills & Trusts | Jeff Blied |
| 3 | 04-16-26 | Strong Retirement Asset Planning | Marty Burbank |
| 4 | 04-23-26 | Health Care & Power of Attorney | Dan York |
| 5 | 04-30-26 | Tax Advantages For Philanthropy | Heather MacLeod |
| 6 | 05-07-26 | Navigating Estate Administration | Austin Dillon |
It’s Your Money!
Laguna Beach
Location
Susi Q Senior Center
380 Third Street
Registration
Register Here
Or call 949-715-8105
| Week | Date | Topic | Speaker |
|---|---|---|---|
| 1 | 04-24-26 | Your Money, Your Future (Tax Update) | TBA |
| 2 | 05-01-26 | Smart Financial Planning I | TBA |
| 3 | 05-08-26 | Medical Care Planning | TBA |
| 4 | 05-15-26 | Today’s Investment World | TBA |
| 5 | 05-22-26 | Equity & Fixed Income Investing | TBA |
| 6 | 05-29-26 | Smart Financial Planning II | TBA |
Need the printable schedule?
Download the current PDF schedule to print or share.
Download Printable Schedule