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It’s Your Estate / Money Workshops

The JEWISH COMMUNITY FOUNDATION
Cordially invites you to Be Our Guest

It’s Your Estate/Money Workshops - Fall 2008

Take charge of your money and estate! Participants will learn about financial planning, estate planning, health care directives, long-term care, equity investing and more.

  • 8 Different Locations throughout OC
  • 6 Different Series of Workshop Schedules
  • Pick and choose to fit your needs
  • Nothing Sold.  No Solicitation.  No Obligation Whatsoever!

It’s Your Money Series
  Fullerton Snr Ctr (2PM) Newport Beach Library (10AM) Mission Viejo - Murray Community Ctr (10AM) Dana Pt -  Ocean institute (10AM)
Overview 9/4 9/8 9/12 9/12
Annuities, Mutual Fnds 9/11 9/15 9/19 10/2
Finl Plng I 9/18 9/22 9/26 10/9
Finl Plng II 9/25 9/29 10/3 10/6
Long Term Care 10/2 10/6 10/10 10/23
Equity Investing 10/9 10/13 10/17 10/30
Fixed Income Investing 10/16 10/20 10/24 11/6
Invest Rules, Stock Mkt Contest 10/23 10/27 10/31 11/13
 
It’s Your Estate Series
  Irvine – Lakeview Snr Ctr (1:30PM) Orange Public Library (10:30AM) Lag Hills – Florence Sylvester Snr Ctr (2:30PM) San Clmnt – Casa Romantica (10AM)
Overview 9/8 9/10 9/16 9/16
Estate Planning basics 9/15 9/17 9/23 9/23
Adv Health Care Directive, Conservatorship, POA 9/22 9/24 9/30 9/30
Adv Estate Planning 9/29 10/1 10/7 10/7
IRAs, Retirement Funds 10/6 10/8 10/14 10/14
Life Income and Tax Planning 10/13 10/15 10/21 10/21
Being a Trustee and Executor 10/20 10/22 10/28 10/28
Case Study and Review 10/27 10/29 11/4 11/4

Space is limited.  Contact the JEWISH COMMUNITY FOUNDATION to reserve your space TODAY!
Tel. 949-435-3490