Workshop Info

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Workshop Schedule

Week I: (2 Hour Hands-on Session) will cover-

  • Important Contacts (Personal & Business)
  • Action Plans
  • Personal Identification and Family Records
  • Medical Records and Directives

Week II: (2 Hour Hands-on Session) will cover-

  • Medical Insurance
  • Financial Information
  • Property Information

Week III: (2 Hour Hands-on Session) will cover-

  • Insurance Policies
  • Estate Planning & Taxes

Week IV: (Optional)

  • This is a Make-Up Session
  • Needed Only if You Missed a Session

Or

  • Need Extra Time to Complete Your Binder From A Previous Week