Lunch and Learn: A Simple Toolkit to Organize Your Essential Documents
June 18 12:00 - 2:00pm
Lunch and Learn: A Simple Toolkit to Organize Your Essential Documents – Cost $5
A fire, flood, traveling spouse, and even a power outage can bring to your attention the amount of important information you keep in your head, on your phone, under a keyboard, or in a file cabinet. Many couples divide-and-conquer household information, and the 107 million single adults do not often consider who would step in to help if they ever needed it.
You will learn about the documents, accounts, and assets that should be organized and will leave with a step-by-step guide to collect this information. Kay Bransford, author of “MemoryBanc: Your Workbook for Organizing Life” will discuss resources such as: Which documents are important, Why your information should be organized, What to save and what to shred, When to share this information with others, and The key estate planning documents every adult should have.