May 16 - July 11, 2024
Give the Gift of Information & Organization to Loved Ones
Iowa City/Johnson County Senior Center • 28 S Linn St Iowa City, IA 52240 Organized by Iowa City Senior CenterAbout this event
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Description
In this series of workshops, we will work our way through the book by AARP/American Bar Association, entitled, “Checklist for My Family: A Guide to My History, Financial Plans and Final Wishes.” Each session will cover a focused topic and 1-2 chapters of the book, facilitating your organization of vital information for your family or loved ones to know in case of your incapacitation or end-of-life. Topics will include:- Legal and Medical: Wills Trusts, Powers of Attorney, Medical & Final Wishes;
- Personal and Family History (including medical);
- Financial Issues I: Banking, Savings & Investments;
- Financial Issues II: Benefits (retirement, veterans), real estate and other assets;
- Conclusion and Wrap-up.
Instructor: Mary McCall
Activity Secondary Category
Membership Not Required
Location
Hybrid (Room 308 & Zoom)
Age and Gender
Co-Ed