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“It’s Your Estate” Workshop Series (Ages 18+)

It’s time again for the Orange Public Library Foundation’s popular free money management seminar. Everyone is welcome, no products will be sold, and your personal information will not be shared.

  • What is the very first question you should ask your financial advisor?
  • What are the best ways to leave your IRA, 401(K), and other retirement assets to your heirs?
  • How much income tax is your estate going to pay?

WORKSHOP DATES AND CONTENT

September 10 — Overview & Estate Law Changes
September 17 — Health Care & Power of Attorney
September 24 — Wills & Trusts
October 1 — Retirement Asset Planning
October 8 — Charitable Opportunities
October 15 — Estate Administration 

Registration is required, and space is limited.  Register online for the “It's Your Estate” Workshop series.

For questions, please call the Library Foundation at (714) 288-2470 or email OPLibraryFoundation@gmail.com.
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