Building Your Legacy of Care Financial Workshop.

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.

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.

See Video From This Workshop

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.

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Contact Michael Lara, mlara@radianthealthcenters.org for additional details.