Session #1 – Getting Started & Setting Goals

📢 Secure Your Spot for Session #1!
Date: Sunday, February 16, 2025 | Time: 7 PM EST/6 PM CST | Topic: Open Discussion & Goal-Setting

 Purpose: This session sets the foundation for the entire series. It's about creating a personalized roadmap for the next 10 months.

This session is a space to check in, set personal goals, and track progress on estate planning. No one is here to teach or instruct—this is about taking action together. Whether you're starting from scratch or updating existing documents, you’ll have structured accountability to get it done.

💡 Reminder: This is a self-paced, personal accountability space—not a class, expert-led workshop, or coaching session. You are responsible for doing your own work at your own pace. Mind Your Own Business and Share as Appropriate.

Key Focus Areas:

• Why This Matters – Understanding the importance of having your documents in order
• Self-Assessment – Identifying what you already have and what you need to work on
• Defining Your Priorities – Choosing which documents or tasks are your top focus
• Setting Goals – Creating an action plan for the coming months

💡 Outcome: You leave with a clear plan of what to focus on first, plus a structured approach to tackling your documents.

Session #2 – Estate Planning Essentials: What You Need in Place

📢 Secure Your Spot for Session #2!
Date: Sunday, March 16, 2025 | Time: 7 PM EST/6 PM CST | Topic: Estate Planning Essentials: What You Need In Place

Commit to showing up and getting things done!

Purpose: Estate planning is one of the most important yet often overlooked aspects of personal and financial preparedness.

This session is a space to check in, set personal goals, and track progress on estate planning. No one is here to teach or instruct—this is about taking action together. Whether you're starting from scratch or updating existing documents, you’ll have structured accountability to get it done.

💡 Reminder: This is a self-paced, personal accountability space—not a class, expert-led workshop, or coaching session. You are responsible for doing your own work at your own pace. Mind Your Own Business and Share as Appropriate.

Key Focus Areas:

✅ Assess Your Current Estate Plan – What do you have, and what’s missing?
✅ Wills & Trusts – Do you have one in place? If not, what’s your next step?
✅ Power of Attorney (POA) & Healthcare Directives – Have you chosen someone to make decisions if needed?
✅ Common Mistakes – What pitfalls should you avoid in estate planning?

Essential Documents:

📌 Last Will & Testament – Outlines how assets should be distributed and who will handle your affairs.
📌 Durable Power of Attorney (Financial) – Designates someone to manage finances in case of incapacity.
📌 Medical Power of Attorney – Assigns a person to make healthcare decisions on your behalf.
📌 HIPAA Authorization – Allows designated individuals to access medical records when needed.
📌 Living Will / Advance Directive – Outlines medical care preferences in the event of incapacitation.
📌 Trust Documents – Helps manage assets before and after your passing.
📌 Beneficiary Designations – Ensuring assets pass directly to intended recipients without probate.

💡 Outcome:

At the end of this session, you will have a clear plan to create, update, or finalize your estate planning documents. You’ll understand key legal tools that safeguard your assets and ensure your wishes are honored.

Session #3 – Life Insurance & Beneficiary Updates

📢 Secure Your Spot for Session #3!
Date: Wednesday, April 23, 2025 | Time: 7 PM EST/6 PM CST | Topic: Life Insurance & Beneficiary Updates

 🔗 Click Here to Register – Commit to showing up and getting things done!

Purpose: Ensure that your life insurance policies and beneficiary designations reflect your current wishes and protect your loved ones.

This session is a space to check in, set personal goals, and track progress on estate planning. No one is here to teach or instruct—this is about taking action together. Whether you're starting from scratch or updating existing documents, you’ll have structured accountability to get it done.

💡 Reminder: This is a self-paced, personal accountability space—not a class, expert-led workshop, or coaching session. You are responsible for doing your own work at your own pace. Mind Your Own Business and Share as Appropriate.

Key Focus Areas:

1️⃣ Understanding Life Insurance Basics – Term vs. whole life, group vs. individual policies

2️⃣ Reviewing & Updating Beneficiaries – Avoiding outdated designations that could create legal or financial issues

3️⃣ What Happens If You Don’t Update Beneficiaries? – Understanding probate, tax implications, and unintended consequences

4️⃣ Where to Find & Store Policy Information – Making sure your documents are accessible when needed

5️⃣ Employer vs. Personal Policies – Ensuring you have adequate coverage beyond workplace benefits

💡 Outcome: By the end of this session, you’ll have a clear action plan to review and update your policies, ensuring your loved ones receive the benefits you intended.

Session #4 – Long-Term Care & Medical Directives

📢 Secure Your Spot for Session #4!
Date: Sunday, May 18, 2025 | Time: 7 PM EST/6 PM CST | Topic: Long Term Care & Medical Directives

 🔗 Click Here to Register – Commit to showing up and getting things done!

Purpose:
This session will help participants understand and plan for potential long-term care needs, ensuring their medical and financial preferences are properly documented. It will also cover the legal documents needed to guide healthcare decisions if they become unable to make them.

This session is a space to check in, set personal goals, and track progress on estate planning. No one is here to teach or instruct—this is about taking action together. Whether you're starting from scratch or updating existing documents, you’ll have structured accountability to get it done.

💡 Reminder: This is a self-paced, personal accountability space—not a class, expert-led workshop, or coaching session. You are responsible for doing your own work at your own pace. Mind Your Own Business and Share as Appropriate.

Key Focus Areas:

✅ Understanding Long-Term Care Insurance – What it covers, when to get it, and how it fits into overall financial planning.
✅ Discussing Healthcare Wishes with Family – How to have clear conversations with loved ones to ensure your medical preferences are honored.
✅ Medicare & Medicaid Considerations – Exploring coverage options for long-term care and the differences between these programs.

Essential Documents:

📌 Living Will or Directive to Physicians – Outlines medical treatment preferences if you’re unable to communicate.
📌 Medical Power of Attorney – Appoints someone to make healthcare decisions on your behalf.
📌 Durable Power of Attorney – Grants authority to manage financial and legal matters if you become incapacitated.
📌 HIPAA Authorization – Allows designated individuals access to your medical records.

Session #5 – Organizing Your Important Documents

📢 Secure Your Spot for Session #5!
Date: Sunday, June 29, 2025 | Time: 7 PM EST/6 PM CST | Topic: Organizing Your Important Documents

 🔗 Click Here to Register – Commit to showing up and getting things done!

Purpose:

This session will guide participants in organizing essential personal, financial, and legal documents to ensure easy access for themselves and trusted individuals. Participants will learn how to create a structured system that safeguards critical information in both digital and physical formats.

Key Focus Areas:

✅ Identifying Essential Documents – What key personal, financial, and legal documents should always be readily available?

✅ Digital vs. Physical Storage Solutions – Best practices for storing and protecting sensitive documents securely.

✅ Creating a "Legacy Folder" – How to compile an organized collection of documents that makes life easier for your loved ones in case of emergencies.

✅ Document Review & Updates – When and how to review and update your important documents to keep them current.

Essential Documents:

📌 Checklist of Essential Documents – A structured guide to ensure all important paperwork is accounted for.

📌 Secure Storage Plan – Strategies for safely storing documents, including fireproof safes, cloud storage, and password management tools.

📌 Emergency Access Plan – Setting up a system so trusted individuals can access necessary documents in urgent situations.

Session #6 – Digital Assets & Password Management

📢 Secure Your Spot for Session #6!
Date: Sunday, July 20, 2025 | Time: 7 PM EST/6 PM CST | Topic: Digital Assets & Password Management

 🔗 Click Here to Register – Commit to showing up and getting things done!

Purpose:
This session focuses on protecting your online presence, digital files, and financial accounts in case of an emergency or transition. Participants will learn how to manage and secure digital assets, ensuring that loved ones have proper access when needed.

Key Focus Areas:

✅ Managing & Securing Online Accounts – Best practices for securing banking, social media, email, and business accounts.
✅ Creating a Digital Legacy Plan – Documenting access to important digital assets, including instructions for loved ones.
✅ Password Management & Security – Organizing and storing passwords safely to prevent unauthorized access.
✅ Social Media & Online Presence Planning – Deciding what happens to your social media accounts and online presence after your passing.
✅ Protecting Digital Financial Assets – Managing online investments, cryptocurrency, and digital banking security.

Essential Documents:

📌 Digital Asset Inventory – A comprehensive list of all digital accounts, files, and important online resources.
📌 Password Management Plan – Secure ways to store and share passwords, including password managers and emergency access settings.
📌 Digital Estate Instructions – A guide detailing how digital assets should be handled, transferred, or deleted.
📌 Two-Factor Authentication & Security Settings – Ensuring extra layers of protection for sensitive accounts.

Session #7 – Financial Organization & Budgeting for the Future

📅 Date: Sunday, August 17, 2025

🔹 Purpose:
This session is designed to help participants gain financial clarity by tracking assets, debts, and implementing long-term financial planning strategies. The goal is to ensure financial preparedness for future needs, emergencies, and legacy planning.

Key Focus Areas:

✅ Keeping Track of Financial Accounts – Understanding how to organize and update banking, investment, and retirement accounts.
✅ Setting Up an Emergency Fund – Establishing a safety net and defining realistic savings goals.
✅ Debt Management & Reduction Strategies – Reviewing outstanding debts and creating a plan for repayment.
✅ Retirement & Long-Term Planning – Ensuring financial stability for later years.
✅ Estate & Wealth Transfer Planning – Structuring finances to align with estate planning goals.

Essential Documents:

📌 Budgeting Worksheet – A template for tracking monthly income, expenses, and savings.
📌 Asset Tracking Log – A structured document to record financial assets, liabilities, and account details.
📌 Emergency Fund Plan – A customized savings roadmap for financial security.
📌 Debt Reduction Plan – A step-by-step approach to managing and eliminating debt.
📌 Retirement Savings Tracker – A document outlining contributions, projected growth, and withdrawal strategies.

Session #8 – Final Arrangements & Funeral Planning

📅 Date: Sunday, September 28, 2025

🔹 Purpose:
This session focuses on documenting and preparing for end-of-life arrangements to reduce stress and uncertainty for loved ones. Participants will learn how to create a clear plan that reflects their personal wishes and values, ensuring a smooth transition when the time comes.

Key Focus Areas:

✅ Pre-Planning vs. Leaving It to Family – Understanding the emotional and financial impact of making decisions in advance versus leaving them to loved ones.
✅ Funeral & Burial Preferences – Choosing between burial, cremation, or alternative arrangements and specifying location, ceremony, and personal touches.
✅ Writing an Ethical Will – Crafting a heartfelt document to pass down values, beliefs, and life lessons to loved ones.
✅ Financial Considerations for Final Arrangements – Setting aside funds or pre-paying for services to avoid financial strain on family members.
✅ Communicating Wishes with Loved Ones – Ensuring family and close friends are aware of your preferences and where key documents are stored.

Essential Documents:

📌 Pre-Need Funeral Plan – Details for service preferences, burial or cremation instructions, and chosen funeral provider.
📌 Obituary Worksheet – A structured guide to help document key milestones and details for an obituary or life celebration.
📌 Ethical Will – A personal letter or recorded message passing down wisdom, love, and final words to family and future generations.
📌 List of Key Contacts – A directory of people to notify, including family, attorneys, and financial advisors.
📌 End-of-Life Directive – A summary of important wishes regarding care, funeral, and final instructions.

Session #9 – Reviewing & Completing Loose Ends

📅 Date: Sunday, October 19, 2025

This session provides a dedicated time to review, finalize, and organize all documents and decisions from previous sessions. Participants will assess their progress, fill in any missing gaps, and ensure they have a comprehensive and accessible plan for their personal, financial, and estate matters.

Key Focus Areas:

✅ Revisiting Personal Goals from Session #1 – Reflect on initial objectives and measure progress.
✅ Completing Estate & Financial Planning Work – Identify any unfinished tasks or missing details.
✅ Verifying Accuracy & Updates – Ensure all documents reflect current wishes, beneficiaries, and legal requirements.
✅ Consolidating Important Information – Create an easy-to-access summary of key documents and contacts.
✅ Discussing Next Steps & Maintenance – Learn how to keep documents up to date over time.

Essential Documents:

📌 Review Checklist – A step-by-step guide to ensure nothing has been overlooked.
📌 Update Summary Sheet – A document to track revisions and updates for estate planning, financial accounts, and key decisions.
📌 Final Action Plan – A list of next steps for ongoing organization and maintenance.
📌 Digital & Physical Storage Guide – Instructions on where to securely store and share key documents.
📌 List of Trusted Contacts – Updated information for attorneys, financial advisors, and family members involved in your planning.

Session #10 – Celebration & Next Steps

📅 Date: Sunday, November 16, 2025

🔹 Purpose:
This session is a wrap-up and celebration of the progress made over the past 10 months. Participants will reflect on their journey, acknowledge accomplishments, and create a system for long-term success in maintaining their personal, financial, and estate planning documents.

Key Focus Areas:

✅ Reflecting on Lessons Learned – Reviewing personal growth, key takeaways, and breakthroughs.
✅ Celebrating Wins – Acknowledging the progress made and sharing success stories.
✅ Creating a Plan for Annual Updates – Establishing a simple, recurring system to review and refresh documents.
✅ Developing a Future Checklist – Identifying ongoing tasks and maintenance needs for the coming years.
✅ Connecting for Continued Support – Exploring ways to stay accountable and engaged after the sessions end.

Essential Documents:

📌 Reflection Journal – A guided space for participants to document insights, challenges, and achievements.
📌 Annual Review Calendar – A structured schedule for reviewing and updating critical documents.
📌 Maintenance Checklist – A step-by-step guide for keeping legal, financial, and estate plans current.
📌 Personalized Action Plan – A roadmap for next steps and future goals.
📌 Support Network Directory – A compiled list of trusted contacts for continued guidance and accountability.