Winter 2023 Weekend Workshop| Get Your Shit Together | End of Life Planning Online Course
Get Your Shit Together
Winter 2023 Weekend Workshops
Saturday, February 4th at 10 am PT
Registration $249
Roll up your sleeves, make huge progress and get your household's most important plans and critical documents done faster.
To provide schedule flexibility and work-at-your-best-pace options, you are encouraged to join us for as much of the 4-hour live lesson as you are able and/or watch the recorded sessions at your own pace.
Part 1: Getting Started - The first hour will focus on creating your own checklist, plan and priorities that include legal, financial, insurance, emergency planning and leave time for questions.
Part 2: Estate Planning Basics - The second hour will cover the foundational decisions and designations to make in your legal documents, frequently your will and power of attorney documents, we'll also discuss trusts.
Part 3: Medical & Advance Care Directives - We cover quality of life and medical decisions while drafting a state-specific form to ensure your end of life wishes and goals are honored and how to discuss with your family.
Part 4: Digital Legacy & Wrap Up - Finally, how to safely store and share your important documents and complete the remaining items on your todo list!
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
Get Your Legal and Financial Planning Basics and Documents Done!
[TODO] Intro Survey (10 questions, 2-3 minutes)
[ZOOM LINK] Live Workshop Session: Saturday, February 4th from 10:00 am to 2:00 pm PT (link: https://us02web.zoom.us/j/3049054550
[WORKBOOK] Getting Started: Goals & Priorities (pages 1-7)
GYST Essentials Checklist: Create Your Own Checklist (Detailed Spreadsheet & Easy 2-page Document)
Bonus Article: Creating a 'What-if' Plan
[WORKBOOK] Estate Planning & Legal Documents (begin page 8)
EXAMPLES: Estate Planning Documents (for reference only)
RESOURCES: Estate Planning Resources List
Bonus Article: NYT Article by Your Money Columnist Ron Lieber, 'The Best Investment of All: The People You Love the Most'
[WORKBOOK] Advance Care Directives Information and Questionnaires
[WORKBOOK] Digital Accounts, Details and Wrap up (begin page 68)
[RESOURCES] Round Up & How to Get it Done!
[RESOURCES] Money & Insurance Articles, Links and Resources
[COMPLETION SURVEY] Post-Course Survey - Wrap Up (8 questions, 2-3 min)
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 custom, interactive workbook with master checklists, questionnaires, tools, and resources.
Personalized support: Open Q&A after each learning session and ongoing email support.
Recorded group sessions to review course information available for 3 months.
Get started and get your todo items done in a small and supportive group gathering.
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