welcome registered guest To The peace & order academy four-Week online course:
"get your affairs in order!"
sessions are on Mondays - 6PM to 8PM (CST) via z00m
November 4th, 11th, 18th, and 25th
Note: Zoom information will be sent to you the Friday before each session via email or text. Please watch for it and if you do not see the information the Saturday before each session, contact us at 847-846-1254. Thank you!
Also, if you have to miss any session, don't worry! Registered participants will have access to each session's recording for a limited time. This allows you the flexibility to choose any two hours that suits your schedule to receive this valuable information.
Also, if you have to miss any session, don't worry! Registered participants will have access to each session's recording for a limited time. This allows you the flexibility to choose any two hours that suits your schedule to receive this valuable information.
About Course:
Over the next four weeks, you'll receive guidance to help you get your affairs in order. Experts in estate planning, life insurance, end-of-life preparation, and banking will share valuable insights to support you in creating a lasting legacy for your loved ones. You will also get an opportunity to complete the Leaving Peace & Order Workbook.
Agenda
Over the next four weeks, you'll receive guidance to help you get your affairs in order. Experts in estate planning, life insurance, end-of-life preparation, and banking will share valuable insights to support you in creating a lasting legacy for your loved ones. You will also get an opportunity to complete the Leaving Peace & Order Workbook.
Agenda
- 6:00 PM – 8:00 PM
Week 1 - 11/4/24 - Essential Legal Documents & Personal Information
In the first week, we’ll cover the key legal documents every person should have in place. You'll also begin organizing and documenting your personal information in the Leaving Peace & Order Workbook.
Instructors: Kimberly Ivory Graves / Attorney Shanise Evans - Evans Legacy Law, LLC
- 6:00 PM – 8:00 PM
Week 2 - 11/11/24 - Understanding Insurance Policies
This week focuses on life insurance options. You’ll have the chance to review your current policies and record all important insurance details in the Leaving Peace & Order Workbook.
Instructors: Kimberly Ivory Graves / Nelson Tate, Independent Insurance Agent
- 6:00 PM – 8:00 PM
Week 3 - 11/18/24 - Final Wishes & End-of-Life Planning
Week three covers end-of-life options, including burial and cremation. We’ll also discuss whether prepaying for these services is the right choice for you. You’ll have the opportunity to record your final wishes in the Leaving Peace & Order Workbook.
Instructors: Kimberly Ivory Graves / Julene Tolar, Owner & Director of Tolar-Westgate Funeral & Cremations
- 6:00 PM – 8:00 PM
Week 4 - 11/25/24 - Finance & Banking Preparations
The final week, we'll dive into the financial side of estate planning. We'll explain how to set up payable-on-death (POD) beneficiaries for bank accounts and outline steps for creating trusts through your bank. All essential financial information will be captured in the Leaving Peace & Order Workbook..
Instructors: Kimberly Ivory Graves / Pam Daly, Wealth Management Trust Officer
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Recommended Course Material:
(Click link to go to Amazon where I am an affiliate.)
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Meet The Instructors:
Free Gift: Downloadable and Editable LPO Worksheets:
| peace_order_worksheet.pdf |