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Course Catalog > EXPLORING LIFE & LEISURE > Accounting & Finance

Organizing Your Financial & Health Care Records for Your Family   

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

 
Organizing Your Financial & Health Care Records for Your Family
Item: AF1001 Mark Sellner
Day of the Week: Th     STC Sarasota Bldg 3 Rm 3-116
Sessions: 2 Location: 4748 Beneva Rd Sarasota, FL 34233
Dates: 5/2/2024-5/9/2024      Fee: $39.00
Time: 1:00 PM - 2:30 PM  
 

Organizing Your Financial & Health Care Records for Your Family
Item: AF1003 Mark Sellner
Day of the Week: Th     STC Sarasota Bldg 3 Rm 3-116
Sessions: 2 Location: 4748 Beneva Rd Sarasota, FL 34233
Dates: 7/18/2024-7/25/2024      Fee: $39.00
Time: 4:30 PM - 6:00 PM  
 

Register early to avoid disappointment, as classes will fill up quickly!

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Adult & Community Enrichment Center at Suncoast Technical College | Grades: Adults | Website: https://www.sarasotacountyschools.net/schools/ace
Danelle Gilberti, Program Manager | Phone: 941-361-6590 | Fax: 941-925-6662
Address: 4748 Beneva Road | Sarasota, Florida 34233 | Map it.

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