[Inactive] June Session | Get Your Shit Together | End of Life Planning Basics For Everyone
Get Your Shit Together 4-Week Course June Session: Tuesdays, June 1, 8, 15 and 22nd Live Meetings Weekly at 5:00 p.m. PST
Get Your Essential To-Do List Done
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.
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GET STARTED (Week 1): Create your personalized checklist, what-if exercise, complete questionnaire, prioritize your goals and schedule to be successful.
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LEGAL 101 (Week 2): Review, draft and complete the legal *must-do* documents like wills, power of attorney and advance care directive documents.
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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.
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DIGITAL ACCOUNTS, DETAILS & WRAP UP (Week 4): Wrangling the Details: Accounts, Documents and all the 'Stuff.' What You Leave Behind: Death, Dying and Legacy
The Get Your Shit Together 4-Week Course
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!
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30-page downloadable Course Workbook with master checklists, questionnaires, tools and resources for Before or After an illness or emergency.
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One-on-one support: Join weekly 'office hours' for open Q&A or post class session conversation for additional support during your course.
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Access to recorded class meetings to review course information or if you miss a weekly live session.
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Weekly emails with additional instruction, tips, reminders and resources to keep you on track.
Featured Press and Praise
Article: The Power of Raw, Honest Stories About Money
Excerpt: Ms. Reynolds, 48, became an expert through the death of her husband, José, and the gut-wrenching period of logistical and financial madness that followed. She describes it all in “What Matters Most.” Read Full Article: https://nyti.ms/3tHmQyX
Opinion: Catastrophe struck when my husband was killed. Here’s what I learned about creating a ‘what if’ plan
Four years after my husband was killed in an accident. I had mostly gotten my sh-t together (completed my will and power of attorney documents, created an emergency fund, got more life insurance, specified my end-of-life wishes, recorded important account and password information, etc.) and encouraged my parents, friends (and the whole world via my website Get Your Sh*t Together) to make it easier on everyone after they die, too.
Estate Planning 101 | 4-Week Course
Get Your Legal and Financial Planning Basics and Documents Done!
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Week 1 Get Started: Create Your Checklist, Priorities, & Plan
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Live Session via Zoom - Tuesday, June 1st - Kick off & Get Started 5:00 pm to 6:00 pm pacific
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Week 1: Group Meeting Exercise/Assignment
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Get Started 2-Page Master Checklist
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Get Your Shit Together 14-Page Before & After Expanded Checklist
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RECORDED Session Link Week 1
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2
Week 2 - Legal 101: Estate Planning & Legal Documents
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Live Session via Zoom - Tuesday, June 8th: Legal 101 - 5:00 p.m. Pacific time
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RECORDED Session link Week 2
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Week 2: Group Meeting Exercise/Assignment
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Legal & Estate Planning Overview & Questionnaires
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NYT Article by Your Money Columnist Ron Lieber, 'The Best Investment of All: The People You Love the Most'
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Overview Tasks and Todo's Week 2: Legal 101 & Resources
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3
Week 3 - Time & Money: Emergency Funds, Financial Planning, and Insurance
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Live Session Tuesday, June 15th: Financial Planning - 5:00 pm Pacific time
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RECORDED Session link to view Week 3
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Week 3: Money and Financial Planning Overview & Questionnaire
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Week 3: Insurance Overview, Worksheet and Questionnaire
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RESOURCES: Insurance Policies Articles & Links: Life and Long term Care
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VIDEO: Retirement Plans on Last Week Tonight with John Oliver (2016)
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4
Week 4 - Wrangling the Details: Accounts, Documents and all the 'Stuff.'
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Live Session Tuesday, June 22nd: Digital Accounts & Wrap Up - 5:00 pm Pacific time
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Week 4: Digital Accounts and Details Round Up Overview & Worksheet
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Article: Creating a 'What-if' Plan
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Review Your ToDos: Getting Started Goals, Priorities & Action Items
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Resources: Round Up
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FAQ
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Is the course online?
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.
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What if I miss one of the group meetings?
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.
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How much does this cost?
The 4-week course costs $149.00 per person. The full cost of the class will be refundable up until 24 hours before (but not after) the first session begins.
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