Radiant Health Centers’ Financial Workshop Series is a recurring educational series that connects donors, community members, and partners with financial professionals to learn about charitable giving, legacy planning, retirement strategies, estate planning, and other tools for long-term financial wellness. The series is designed to help participants make informed financial decisions while exploring meaningful ways to support Radiant’s mission and create lasting community impact.
Charitable Giving from A to Z - Friday, June 26, 2026 at 4:00 p.m. (watch the video)
Join Radiant Health Centers and New York Life for an educational financial workshop on advanced charitable giving. This session will explore charitable giving strategies that may help donors support the causes they care about while also thinking through their broader financial goals.
Topics will include charitable giving basics, Donor Advised Funds, recurring gifts through DAFs, gifts of life insurance, beneficiary designations, charitable trusts, charitable gift annuities and other ways donors can make a lasting impact.
Attendees will also learn how gifts made through Donor Advised Funds and other planned giving strategies can help sustain Radiant Health Centers’ mission of providing compassionate care for all.
Presented in partnership with NEW YORK LIFE.
Your Money Values and Influences - Wednesday, July 29, 2026 at 4:00 p.m. (watch the video)
Join Radiant Health Centers and United Way of Orange County for an educational financial workshop on how personal values, life experiences, and financial influences shape the way we make money decisions.
This session will help attendees better understand their money mindset, identify the values that guide their financial choices, and explore how those values can support more intentional planning. Participants will also learn how to set SMART financial goals that are specific, measurable, achievable, relevant, and time-bound.
Topics will include money values, financial influences, goal setting, realistic budgeting priorities, and practical steps for creating financial goals that are meaningful and achievable.
This workshop is part of Radiant Health Centers’ ongoing financial series designed to provide helpful education and resources that support long-term financial wellness.
Estate Planning Essentials: Protecting Your Wishes, Family, and Legacy - Wednesday, September 16, 2026 at 12:00 p.m. (watch the video)
Estate planning is about more than determining what happens to your assets. It can help protect your wishes, prepare for unexpected changes in health or circumstances, provide guidance for the people you love and create a legacy that reflects what matters most to you.
Presented by Cecilia Patterson, CPA, MST of Redwitz Certified Public Accountants, this educational workshop provides a practical introduction to the essential elements of estate planning and help you better understand how the pieces of a thoughtful plan work together.
During this workshop, we explored:
- Why having a will matters—and when it may be time to create or update one
- The different roles of wills, revocable living trusts, financial powers of attorney and advance healthcare directives
- Common estate-planning misconceptions and mistakes
- Ways to include a nonprofit or cause you care about in a will or trust
- Questions to consider when planning a charitable legacy
- Practical steps for beginning or updating your estate plan
- When to consult an estate-planning attorney, CPA, financial professional or other specialist
You also learn how to begin organizing important information, identify potential gaps in an existing plan and prepare for a productive conversation with your professional advisors.
Whether you’re beginning your estate-planning journey or reviewing an existing plan, this workshop can help you ask the right questions and take your next steps with greater confidence.
This workshop was provided for educational purposes and does not replace individualized legal, tax, investment or fiduciary advice.
Next Financial Series Workshop (TBA)
Keep checking for the next Financial Workshop Series in October
Click the workshop you would like to attend to expand its details.
Then select the registration link within the section to reserve your spot.
Contact Michael Lara, mlara@radianthealthcenters.org for additional details.
