| TIME | ITINERARY |
7:30 AM | BREAKFAST
Registration and Continental Breakfast |
8:00 - 9:00 | REVIEW QUIZ |
9:30 - 12:00 | THE GREENBOOK / COMMUNICATION PLAN
Setting Up your "Big Ugly Greenbook"
The Friends and Family Letter
Top 10
The Letter of Intent
Daily Activity Schedule
The Document Locator
The Memorandum of Personal Belongings
Testing your plan |
12:00 -1:00 | LUNCH |
1:00 -2:30 | THE BENEFICIARY PROCESS
What is a Beneficiary Designation?
What is a Change of Beneficiary (COB) Form?
Types of Beneficiaries
Typical vs Special Needs Family concerns
How estate taxes may affect the beneficiary process |
2:30 -3:30 | BREAKOUT SESSION
Beneficiary Worksheet |
3:30 -4:30 | GUARDIANSHIP
What is a Guardian?
Three types of guardianship
Rights of the guardian
Restrictions to guardianship
The guardianship process
Annual reporting system
Guardianship vs Powers of Attorney |
4:30 - 5:00 | EVALUATIONS |
