In a time of need, a well-organized Personal Financial Records binder is a welcome bequest to family members and their financial advisors.
This how-to class is presented in a workshop format for organizing and updating your personal financial records for your family members and their financial advisors. Sample worksheets, statements, and schedules will be provided.
*Session 1: Identifying and Gathering Your Personal Financial Records
*Session 2: Preparing and Updating Your Personal Financial Records Binder
Class Content: The class will facilitate the preparation of a Personal Financial Records binder containing easy access to critical records, including
• Asset allocation schedule
• Account beneficiary list
• Cash maturities schedule
• Medical, financial, and social media passwords
• Copies of wallet and purse contents
• Banking records
• Investment account records
• Retirement plan records
• Social Security statements
• Health, home, auto, and business insurance records
• Final wishes and arrangements