October 2022 Weekend Workshop Session 2 | Get Your Shit Together | End of Life Planning Online Course
Get Your Shit Together
October 2022 Weekend Half-day Workshops
Saturday, Oct 22nd at 10 am PT
Registration $249 per indiv/couple
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 workbook 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.
Roll up your sleeves, make huge progress and get it 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.
Live Session Dates:
+Session 1: Saturday, September 17th, 10 am-2pm PT
+Session 2: Saturday, October 22nd 10am-2pm PT
Part 1: Getting Started - The first hour will focus on creating your own checklist, plan and priorities. (10-11am PT)
Part 2: Estate Planning Basics - The second hour will cover the foundational decisions and designations to make in your legal documents, frequently your will, power of attorney and living will/ACD (11am-noon PT)
Part 3: Money & Insurance - The third hour will cover getting your financial plans & insurance policies in order to support your end of life planning priorities and conversations. (Noon-1pm PT)
Part 4: Digital Legacy & Wrap Up - Finally, how to safely store, save and share your important details and documents and complete the remaining items on your todo list! (1-2pm PT )
Get Your Legal and Financial Planning Basics and Documents Done!
[TODO] Intro Survey (10 questions, 2-3 minutes)
[VIDEO] Recorded Session Part 1: Introductions and Getting Started
[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
[VIDEO] Recorded Session Part 2: Legal Documents & Estate Planning
[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'
[VIDEO] Recorded Session Part 3: Money & Insurance
[WORKBOOK] Money & Insurance (begin page 43)
[RESOURCES] Money & Insurance Articles, Links and Resources
[VIDEO] Recorded Session Part 4: Digital Accounts & Details + Wrap Up
[WORKBOOK] Digital Accounts, Details and Wrap up (begin page 68)
[RESOURCES] Round Up & How to Get it Done!
[COMPLETION SURVEY] Post-Course Survey - Wrap Up (8 questions, 2-3 min)
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
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