Are you prepared for an emergency?
Are you prepared for your loved ones, in the case of emergency or your passing, to deal with your affairs—without having to rummage through desk drawers to locate information? Being organized when an emergency strikes eases the burden for grieving family members and allows your affairs to be handled the way you intended.
Storing essential information in one location can prove very beneficial. A binder can be used to organize and keep track of information, accounts, wishes, notes, etc. Anything you may want people to know in the event of an emergency or your death can be kept or noted in here. Items to consider including in the binder are: a copy of your photo ID, power of attorney (POA), copy of your will and estate information, bank and financial statements, passwords, insurance details, special instructions or posthumous wishes. Being able to easily access your basic medical information may be important for your family and caregivers.
To help our clients in building this essential binder, we are offering special “Build a Binder” workshops led by Dani Hussung, Financial Assistant. The workshop will:
- Help you create a binder where important information can easily be found or contain notes regarding its storage location.
- Allow terminal patients to express their wishes or leave notes behind for loved ones.
- Guide spouses or significant others in obtaining information on POAs, wills, trusts, bank accounts, etc. that their partner may have previously handled.
Build a Binder Workshops
Workshop #1 Date: January 12, 2021
Workshop #2 Date: January 14, 2021
Location: Storen Financial Zionsville Office
1120 W Oak St, Suite 200 Zionsville, Indiana 46077
*Cost for this event is $30 and will include the workshop and materials (cost waived for Storen Financial investment clients).
Seating is limited for the Build a Binder workshops, so don’t wait too long to sign up. To RSVP, email firstname.lastname@example.org. Be sure to include the date you’d like to attend. Once you are registered for the workshop, we will send you more details as to what items to bring to the event. (Have questions about our COVID policy? Click here.)
We look forward to helping you hone your organization skills to give you peace of mind for the future.
Presented by Dani Hussung – Financial Assistant