Are you prepared for an emergency or death?
Having an organized plan when an emergency strikes can ease the burden for grieving family members and enable them to handle your affairs the way you intended. A family binder can be used to keep track of information, accounts, wishes, notes, etc. Anything you may want people to know in the event of an emergency or death can be kept here. Click here to learn more about the family binder.
We are offering a special “Family Binder” workshop hosted by Dani Hussung, Financial Assistant. During this workshop, you will receive your own buildable binder. Here is what this binder provides for you and your family…
Purpose
- A centralized resource for recording critical instructions and information, ensuring your family or caregivers are equipped to act during emergencies, illness, or end-of-life transitions.
Key Components
- Vital Records: Names and contact details for legal, financial, and medical professionals
- Access Guides: Directions to physical and digital storage for POAs, wills, and trust documents.
- Financial Map: Location and access details for bank accounts, insurance policies, and assets.
Personal Legacy
- Final Wishes: Explicit instructions regarding end-of-life preferences.
- Dependents & Pets: Detailed care instructions for family members, or animals.
- Personal Notes: Meaningful messages or legacy letters for survivors.
Financial Wellness Manager, Lisa Kellum, will also share information from the perspective of a Power of Attorney and Trustee, including why completing the Family Binder is so important and how it makes a difference in an unexpected crisis or the death of a loved one.
*See list of what to bring to our workshop below.
Family Binder Workshop
Join us for this workshop in our Storen Financial Conference Room (Click here for directions). Our small group format will leave plenty of time to answer any questions you might have.
Workshop Date: March 18, 2026
Time: 2:00 pm – 3:30 pm
Click here to register.
*Please note space is limited to the first 10 people who register!
Here’s what to bring to the family binder workshop:
Below is a list of elements that would be beneficial to include in your family binder or bring with you to this event. If you are a Storen Financial investment client, the items we have on file will be printed and ready for you.
Personal Information
• Family Information
• Professional Team
• Healthcare Team
• Wallet
• Birth / Death Certificates
• Marriage Certificate
• Firearms License
Estate Planning
• Will
• Trust
• POA
• Final Expense Plans
Financial Information
• Bank Accounts
• Investments
• Pensions
• Stocks / Bonds
• Social Security
• Debts
Real Assets
• Real Estate / Mortgage
• Rental Properties
Password Keeper
• Email / Blogs
• Bank Accounts
• Social Media
• Online File Storage
• Home Alarm Code
• Computer / Phone / Tablet
• Safe
Miscellaneous
• Business Docs
• Pet arrangements
Hosted by Dani Hussung – Financial Assistant
Learn more about Dani and the rest of the Storen Financial team here.
This workshop is administrative in nature and no investment services will be discussed.
Storen Financial and Simplicity Investments do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.