September 2022 Weekend Workshop | Get Your Shit Together | End of Life Planning Online Course
Get Your Shit Together September 2022 Weekend Half-day Workshop Saturday, Sept 17th at 10 am PT/1pm ET
Get the essentials end of life planning basics like wills, living wills, healthcare directives, emergency funds and 'what if' plans done! Join the founder of internationally-acclaimed website GetYourShitTogether.org and author of the book 'What Matters Most', Chanel Reynolds, as your guide and finally get the financial, legal, digital and emotional planning and critical documents completed every adult must have.
GET STARTED: Create your personalized checklist, what-if exercise, complete questionnaire, prioritize your goals and schedule to be successful.
LEGAL 101: Review, draft and complete the legal *must-do* documents like wills, power of attorney and advance care directive documents.
TIME & MONEY: Emergency Funds, Financial Planning and Insurance. Getting your personal finances and insurance policies in order to cover your needs today and protect your vulnerable spots over the long haul.
DIGITAL ACCOUNTS, DETAILS & WRAP UP: Wrangling the Details: Accounts, Documents and all the 'Stuff.' What You Leave Behind: Death, Dying and Legacy
Chanel Reynolds condenses over ten years of workshops, trainings, interviews, in-person and online classes with road tested materials to help get you and your family better prepared for whatever comes next. Take care of of these important tasks before life goes sideways, it's easier than you think!
80-page downloadable orkbook with master checklists, questionnaires, tools, and resources.
Personalized support: Open Q&A after each learning session and ongoing email support.
Recorded group meetings to review course information.
Get started and get your todo items done in a small and supportive group gathering.
Get Your Legal and Financial Planning Basics and Documents Done!
[TODO] Intro Survey (10 questions, 2-3 minutes)
[WORKBOOK] Assignment: Goals & Priorities (pages 1-7)
[SPREADSHEET] GYST Essentials Checklist - Start where you are
[Article] Creating a 'What-if' Plan
RESOURCES: Estate Planning Resources List
[Questionnaires] Legal & Estate Planning - Will, POA & ACD (PDF)
[Article] NYT Article by Your Money Columnist Ron Lieber, 'The Best Investment of All: The People You Love the Most'
QUIZ: Mid-session progress check in
[ASSIGNMENT] Money & Insurance Worksheet and Questionnaire
[RESOURCES] Money & Insurance Articles, Links and Resources
[RESOURCES] Round Up & How to Get it Done!
[TODO] Digital Accounts and Details Round Up Overview & Worksheet
[COMPLETION SURVEY] Post-Course Survey - Wrap Up (8 questions, 2-3 min)
Add your email to the mailing list for updates on upcoming courses.