Online Workshops
Attend online from anywhere.
Register for the online series and receive the details needed to join the sessions.
Schedule
Find a Workshop
Choose online workshops, in-person workshops, or review schedule details for dates and locations.
In-Person Workshops
Meet at community locations.
In-person workshops are offered at community locations in Orange County. Check the printable schedule for current dates, locations, and session details.
Printable Schedules
Printable schedules and handouts.
Printable schedules and handouts are published as workshop materials are released.
Workshop session topics
Each series is organized into six sessions so it is easy to follow the full topic from start to finish.
It’s Your Money
Financial planning, tax updates, medical care planning, investments, and giving.
It’s Your Estate
Estate planning fundamentals, powers of attorney, wills, trusts, philanthropy, and administration.