Winter 2023 Online Course | Get Your Shit Together | End of Life Planning
Get Your Shit Together
Instructor: Chanel Reynolds
4-Week Course Begins February 1st
Weekly Live Sessions: Wed @ 5pm PT & Thurs 10am PT
Course Registration $249
Join the founder of internationally-acclaimed website Get Your Shit Together and author of the book 'What Matters Most', Chanel Reynolds, over this 4-week course for expert advice and guidance to finally get your financial, legal, digital and emotional estate planning tasks and critical documents completed.
2 Live Sessions: Join the live, weekly, small group gathering that works best for you: Wednesdays from 5-6:00 pm PT or Thursdays 10-11:00 am PT, or view the recorded sessions on your own schedule.
GET STARTED (Week 1): Create your personalized checklist, what-if exercise, complete questionnaire, prioritize your goals and schedule to be successful.
LEGAL 101 (Week 2): Review, draft and complete the legal *must-do* documents like wills, power of attorney and advance care directive documents.
TIME & MONEY (Week 3): 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 (Week 4): 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, and in-person classes have road tested how to get the most items off your to-do list done in a small and supportive group gathering. Take care of of these important tasks before life goes sideways, it's easier than you think!
80-page custom workbook with interactive master checklists, questionnaires, templates, tools and emergency planning lists.
One-on-one support: Open Q&A after each weekly session and additional 1:1 support during or after your course.
Video library: Recorded group gatherings to review on your own schedule or if you miss a weekly live session available for 3 months..
Weekly emails with additional instruction, tips, reminders and resources to keep you on track.
Resource lists: Curated articles, tools, advice, referrals, services and where to find help or services planning in advance or after an emergency.
Get Your Legal and Financial Planning Basics and Documents Done!
[INTRO SURVEY] Pre-Course Survey: Get Started (10 questions, 2-3 minutes)
[RECORDING] Week 1 Recorded Live Session - Lesson and Instructions
[COURSE WORKBOOK] Group Meeting Exercise/Assignment (pages 1-7)
GYST Essentials Checklist & Digital Details Tracker: Start where you are (Updated Spreadsheet Link)
[HOMEWORK] Creating a 'What-if' Plan
[RECORDING] Week 2 Estate Planning & Legal Documents Recorded Lesson & Instructions
EXAMPLES: Estate Documents (for reference only)
RESOURCES: Estate Planning Resources List
[EXTRA CREDIT] NYT Article by Your Money Columnist Ron Lieber, 'The Best Investment of All: The People You Love the Most'
[RECORDING] Week 3 Money and Insurance Recorded Lesson
[RESOURCES] Articles & Links: Money & Insurance
[ZOOM] Weekly Live Sessions: Wednesday, Feb 22 from 5-6:00 pm PT or Tuesday, Feb 23 from 10-11:00 am PT
[RESOURCES] Round Up & How to Get it Done!
[COMPLETION SURVEY] Post-Course Survey - Wrap Up (8 questions, 2-3 min)
Yes, this course meets for online (only) gatherings once a week for four weeks - the sessions are all online but the group size is small to encourage supportive conversation and personalized support.
The meetings will be recorded and available to view after the session for the duration of the course but the Q&A session with other attendees or other personal information and stories will be omitted to ensure privacy. All course materials and resources will be available to access or download for attendees for the duration of the session.
Yes, the 4-week course costs $249.00 per person. The full cost of the class will be refundable up until 24 hours before (but not after) the first session begins. Your course dashboard with videos of the four live sessions, custom worksheets and checklists will be available for 2 months after the course is complete (3 months total).
Yes, absolutely! Feel free to participate with your partner/spouse and have them join you.
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