Bootcamp – Estate Planning
Pre-Registration for the VOD is Open
“Take Charge of your Estate” is a four-part intensive Estate Planning Video on Demand Bootcamp with financial expert, Dorothy Kelly. The (VOD) includes access to all four shows plus supplemental content and downloadable support materials.
By the end of this course, you will be able to:
- Plan, build and deploy your estate plan with confidence
- Create your letter of intent
- Develop an effective asset list and learn how to keep it updated
- Consider and add a health directive or durable power of attorney to your plan
“Take Charge of Your Estate” a four-part intensive video on demand (VOD) Estate Planning Bootcamp that equips you with the necessary tools and techniques for success.
OVERVIEW OF CONTENT:
Week1:
Introduction – Choosing the right documents for your estate plan
Week2:
Create your letter of intent
Week3:
Develop an effective asset list
Week4:
Health Directive & Durable Power of Attorney
Cost: $99 * Includes all four days of the bootcamp plus you will receive exclusive access to the recorded program after the event ends to review.
About Dorothy:
Dorothy Kelly is the executive producer and host of the entertainment and educational video platform WTV60.com. As a content creator, she has produced over 200 videos since 2019 and worked with many industry professionals, nonprofits and businesses to promote causes important to women over 60. She is one of the founding members of the pioneering San Francisco Green Community and has dedicated her life and work to empowering a community of green-minded baby boomers. Dorothy also has operated a successful bookkeeping, tax preparation and consulting business in San Francisco since 1982. For over 40 years, she has worked with hundreds of clients to help them improve their lives and take charge of their future.
Choose from a selection of our free shows on Estate Planning to get started:
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