Thursdays, May 2, 16, 30, Jun 13, 27, 12:00-1:30 pm

Location: Hybrid (Room 308 & Zoom)

Register online or call 319-356-5220

Instructor: Mary McCall

In this series of workshops, we will work our way through the book by AARP and the American Bar Association entitled Checklist for My Family: A Guide to My History, Financial Plans and Final Wishes. Each session will cover a focused topic and 1-2 chapters of the book, facilitating your organization of vital information for your family or loved ones to know in case of your incapacitation or end-of-life. Topics include:

• Legal and Medical: Wills, Trusts, Powers of Attorney, Healthcare Directives, and Final Wishes

• Personal, Medical, Family History

• Financial Issues I: Banking, Savings, Investments

• Financial Issues II: Benefits (retirement, veterans), Real Estate, Other Assets

• Conclusion and Wrap-up

Fee: $100 with book included or $90 if you provide your own book ($67.50 for participants in ICSC’s low-income membership program); pay instructor.