“Take Charge of your Estate” is a four-part intensive Estate Planning online Bootcamp with financial expert, Dorothy Kelly. The livestream includes comprehensive coverage plus supplemental content and downloadable support materials.
“Take Charge of Your Estate” a four-part intensive livestream Estate Planning Bootcamp that equips you with the necessary tools and techniques for success.
OVERVIEW OF CONTENT:
Day 1: Introduction – Choosing the right documents for your estate plan
Day 2: Create your letter of intent
Day 3: Develop an effective asset list
Day 4: 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.
Dorothy Kelly is the executive producer and host of the entertainment and educational video platform WTV60.com. As a content creator, she has produced hundreds of 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.
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