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Event | Free

Get Your Ducks in a Row 5-part Series: Getting your records and documents in order & create a communication tool

Date & Time

March 23 | 10:30am12:00pm
|Recurring Event (See all)

An event every day that begins at 10:30am, repeating until 03/27/2020

Location

7585 E. Academy Boulevard
Denver, CO 80230 United States

Description

Topic Content:

Life’s Papers and Plans system of vital record and document organization and management (both physical and electronic) will cover the following areas over 5 days:

  • Monday, March 23
    • System Introduction
    • Security – physical & electronic
    • Storage – physical & electronic
    • Binder set up or folder system
  • Tuesday, March 24
    • My IDs – identification records and documents
    • My Contacts – address book, in case of emergency (ICE) information
  • Wednesday, March 25
    • My Health – health, medical and wellness records
    • My Insurance – policies, identification cards and more
  • Thursday, March 26
    • My Finances – finance and property documentation
    • My Estate – estate planning and documentation
    • My Taxes – receipts, current and past tax returns
  • Friday, March 27
    • My Things – home inventory
    • My Plans – preparedness for every day and in the event of an emergency
    • My Memories – memorabilia

Time frame:

This course will take place over 5-days Monday to Friday from 10:30 AM to 12:00 PM.

IMPORTANT: Students are not to bring their personal records or documents to class

RSVP (yes only) judy@seniorplanet.org