1. Creating a Paper Trail for your Heirs

2. This program is provided through a grant from the Financial Industry Regulatory Authority (FINRA) Investor Education Foundation and the American Library Association (ALA). The grant is distributed as part of the library® initiative, an ALA program. This project is in its sixth year of educational partnership with libraries across Colorado and the country.
Marsha Yelick CFA (retired)
Financial Programs Consultant
EXT 831
Thank You FINRA

3. Basic Financial Series:
Basic Financial Classes
Basic Financial Series:
Everything you need to know to manage your own money and sleep well at night!
Goal Setting & Financial Planning
Key Investment Concepts
Retirement Saving Vehicles
Common Investment Types
Managing Money During Retirement
Classes Available

4. Expert Guest Speakers/Resources
Welcome!

5. An all too-common scene!
HELP Needed

6. Put your financial house in order…
…for those who care about you.
…for those who may need to help you.
…for those who may inherit from you.
…so you don’t need to discuss ahead of time.
…so your wishes can be made known.
…so NO asset will be overlooked.
…so valuable items will not be discarded
…so obligations will be resolved.
…so you can sleep at night.
…so those you care about will not be stressed.
For others
For you
Why?
For your stuff
For happiness

7. Paper? Really?? Why a Notebook? A starting point for you
Easily organizes VARIOUS documents
Can be digitized to meet needs (later)
Does not require computer savvy
Does not require special software
Is portable by others (who may live elsewhere)
Can be shared and viewed by many
Also, a great emergency evacuation tool
Why a Notebook?

8. Someone needs to know…
What do I do now?
The Situation

9. A sequential list of the notebook’s organizational structure which is arranged in time- sequence of “to-do” importance, addressing the essential elements of your financial situation.
TABLE OF CONTENTS

10. FIRST THINGS FIRST

11. CONTACT INFO

12. PASSWORDS

13. LOCATION

14. ITEMS OF VALUE

15. FINANCIAL ASSETS

16. BILL SCHEDULE

17. Safe Deposit Box

18. OBITUARY???

19. Circle of Friends

20. LAST WISHES

21. Last Wish

22. Prepare for the future; then live happy.
Thanks for attending!
Prepare for the future; then live happy.