Ready or Not For Life's Transitions
Be ready for the inevitable transitions in your life by having all your important papers and financial information organized and accessible. Learn to use the “Ready or Not” system which helps you not only identify your assets and debts, but also basic needs such as medication, medical records, passwords and end of life requests. It will help you uncover any missing pieces in your overall life plan. A family member may attend at no additional cost. The workbook will be available for purchase at the class for $20.
Professionally, Mr. Edstrom was in the Investment Banking industry for 47 years. For 24 years, he helped his widowed mother navigate life's changes. During this time, it was easy for him to find ways to organize financial records. However, going beyond this to incorporate all important documents and other information in one place proved challenging. The "Ready or Not" workbook was the result of this effort.