Thu, Mar 27
|Lakewood Ranch Town Hall
Planning for the Inevitable
For most aging couples, there will come a time when one of the two passes, leaving the survivor to navigate their joint life together on his/her own. Being prepared for this inevitable outcome is a blessing on so many levels. This seminar is about what to do to prepare BEFORE the inevitable happens.
Time & Location
Mar 27, 2025, 6:45 PM – 8:00 PM
Lakewood Ranch Town Hall, 8175 Lakewood Ranch Blvd, Lakewood Ranch, FL 34202
Guests
About the Event
Join us @6:45 for coffee and cookies.
Seminar begins @7pm
Created specifically for Club members, attendees will come away with an understanding of the day to day financial and functional aspects of managing your life. A checklist of actions to be taken and direction as to how they can be accomplished will be provided. This seminar is offered free of charge.
Topics include: Passwords to accounts; Bill payment process & schedule; Key contacts for financial, legal, health, household, auto, etc.; Insurance policies; Review bank/investment accounts to ensure they are joint (difference between beneficiary or joint ownership); and check all property ownership status, among other things.