It’s Your Money and Estate – Free Financial & Estate Planning Workshops

Educate

Free education for confident planning decisions.

Financial & Estate Literacy provides unbiased workshops that help participants understand key planning choices before they meet with their own advisers or make decisions for their families.

Free educational workshops
No products are sold
No sales pitch
Presented by experienced professionals

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Workshops

Two workshop series, one clear starting point.

Choose the series that matches the questions you want to answer next.

Financial planning

It’s Your Money

A practical six-part series covering financial planning, taxes, healthcare planning, investments, and charitable giving.

See Dates Workshop Details

Estate planning

It’s Your Estate

A plain-English six-part series about estate planning, healthcare directives, wills, trusts, philanthropy, and estate administration.

See Dates Workshop Details

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Schedule

Find the format that works for you.

Start with online workshops, in-person workshops, or the printable schedule.

Online Workshops

Attend online from anywhere.

Register for a webinar series and receive the details needed to join each session.

Choose a Workshop

In-Person Workshops

Meet at community locations.

Use the printable schedule to confirm current dates, session details, and locations.

Schedule Details

Printable Schedule

Keep a copy of the full schedule.

Use the schedule page for workshop series, session titles, dates, and locations.

View Schedule Page

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Register

Choose one workshop series.

Registration is simple. Pick the series you want, or contact the organization if you need help choosing.

Financial planning

Register for It’s Your Money

For questions about money, taxes, healthcare planning, investments, and giving.

Register for It’s Your Money

Estate planning

Register for It’s Your Estate

For questions about estate planning, healthcare directives, wills, trusts, philanthropy, and administration.

Register for It’s Your Estate

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Connect

Ask First before choosing professional help.

The Ask First concept helps people ask clear questions before engaging a professional. It encourages transparency, practical guidance, and better conversations with advisers.

Learn About Ask First

A simple habit

Before making an important planning decision, pause, ask direct questions, and make sure the professional relationship is clear.

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Tax-Wise Giving

Include charitable giving in the planning conversation.

Charitable giving can be part of financial and estate planning. The workshops help explain how giving decisions may connect with taxes, family goals, and the causes people care about.