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Financial and Estate Literacy: It’s Your Money and Estate
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Financial & Estate Literacy

Educate. Empower.Elevate Your Legacy.

Free, unbiased workshops help you understand financial, estate, healthcare, and charitable planning decisions before you meet with advisers.

Financial security starts with education. For over 20 years, IYME.org’s free, unbiased 6-week workshop series have provided the practical knowledge needed to manage your finances today so your legacy is protected and secure tomorrow.

Explore Workshops

By removing the pressure of the sale, we unlock real learning.

Financial literacy workshop with community members seated for a presentation.
TRACK ONE SIX WEEKS

It’s Your Money!

Financial literacy is the best investment you can make. Manage your assets wisely, navigate market shifts, and ensure your money is working as hard as you do.

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Workshop participants speaking with an adviser after a community event.
TRACK TWO SIX WEEKS

It’s Your Estate!

Estate planning is about more than just paperwork—it’s about people. Learn the essentials of wills, trusts, and healthcare directives in a clear, jargon-free environment.

LEARN MORE
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Tax-Wise Giving

To give or not to give? We advocate for including charitable giving into your financial strategy—not only for the significant tax advantages but also because your contributions serve as a lasting testament to your values.

Why it’s Important
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Ask First!

While most financial and legal advisors are qualified, some may have hidden motives. Protect yourself. H.E.L.P. created the Ask First! form. Use this tool up front to get an advisor’s credentials and fee structure in writing. If they hesitate, consider it a warning sign.

Why it Matters
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Our Story

For more than 20 years, Financial and Estate Literacy has helped people learn without product sales pressure.

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Will I run out of money?

Are all my beneficiaries and charitable contributions up to date on my accounts?

Is my investment portfolio properly allocated?

Who will make medical decisions for me if I cannot speak for myself?

If I were to pass away unexpectedly, would my kids be taken care of?

Workshop impact statistics and Orange County regional reach map.

What Our Users Are Saying

Pete Kote speaking with a workshop participant.
★★★★★

I would like to let you know that you are doing an excellent job explaining everything in this class. I am in exactly the position you described yesterday about being a POA and living far away. As POA to my parents, I have had to quit my job, lose my benefits, leave my family and move here to California so that I can assist my parents since my Dad had a stroke. Thank goodness my circumstances are that I can do this for my parents, but most people could not.

Karen B
★★★★★

Since I retired, I have learned so much from attending It’s Your Estate / It’s Your Money workshops that I tell everyone about them. Very empowering! The nice thing about the workshop is that they are given at multiple locations so that you can attend the two series simultaneously, and if you have to miss one session, you can make it up at a different location.

Trudy Burrus
★★★★★

Thank you VERY much for the money programs you provide for us all. They continue to be exceptionally worthwhile and the best community service/education offering ever. You and your efforts are greatly appreciated.

Diane Buchanan