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 |