Life & Legacy: Creating Your Roadmap

Big decisions like preparing a will or making estate plans can feel scary or overwhelming, but those tasks are much less daunting if you’re prepared. Join Chanel Reynolds for an overview of the financial, legal, and emotional planning skills necessary to ensuring a lasting legacy.

During this two-day course, you’ll learn how to proactively initiate conversations with your loved ones about end-of-life plans — without causing them (or yourself) undue worry or stress. You’ll learn how to create your legacy with the digital and physical record of the narrative you’ll leave behind.

In this workshop, Chanel will give you concrete action items and tools for estate and long-term financial planning. You’ll learn about both living and normal wills, as well as the methods of creating them, including working with a lawyer, using online templates, and even drafting your own.

Chanel will also cover how intentional financial planning is a best practice for ensuring that you and your loved ones can live your best lives. You’ll explore preparing an emergency fund, identifying where you’re most vulnerable financially, and getting insured for long-term disability or illness. You’ll also determine which types of insurance are the best form of risk management for the curveballs that life might throw your way.

By the end of this course, you’ll have the practical skills and peace of mind you need to approach life’s biggest decisions and help your loved ones do the same.

• When Life Goes Sideways
• Overcoming Your Fear and Having a Checklist
• Getting Started
• Wills: The Basics
• Wills Questionnaire and Q&A
• Living Will Basics
• Living Will Questionnaire and Story Sharing
• Keeping Track of Your Details
• 2:45 pm - Digital Assets & Details Worksheet
• Digital Assets & Details Worksheet Continued
• Insurance Overview & Scenarios
• Life Insurance Discussion/Worksheet
• Money Insight/Skype Interview
• Financial Priorities
• Starting the Conversation
• Communication: Role Playing
• Role Playing Continued
• Making Action Items With Deadlines
• Roadmap: Staying Motivated