Event

Organize Your Finances

Create Your Book of Answers October 10th and November 7th

In this short course you will put together a workbook containing all your important financial information. It is in an easy-to-use format so your trusted loved ones have what they need in case of emergency, preparing for a grand adventure, or even to prepare for the end of life.

Just consider for a moment, if you were to die, how would your loved ones find, let alone, have, the information they need to shut down your accounts, small business, safe deposit box, and even your Facebook page? Get ready for those holiday visits with Mom and Dad, Grandpa and Grandma, or Aunt Beth.

Ideal for single parents, personal representatives, family caregivers, and anyone else who wants to plan ahead for the unexpected.

When you are finished with this class you will have a workbook that has all of the information that someone else will need "just in case". The cost is $79 for the first person in a family and $50 for each additional person from the same family. The workbook (one per person) will be provided at the first class-in a three ring binder so it can easily be updated. (I'll explain why this is not the the web in the first evening.)

Please note the class meets for two sessions-(your registration includes both evenings listed above.)