Online Course Catalog
Registration is now available for the MTP Fall 2025 catalog.
Any adult aged 18 and older is eligible to register for classes. Permission must be granted by MTP prior to registration for younger participants for all classes, except Ageless Adventures.
Stop by the Main Office today for a copy of the new Print Catalog.
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Beyond Legal Documents: 12 Financial Planning Strategies for A "Good Ending"
A "good ending" to one's life can be described as dying in peace, sharing important financial data with trusted surrogates, and leaving little or no confusion upon your death. Twelve financial planning strategies to get "affairs in order," beyond standard legal documents prepared by an attorney, will be discussed.
The twelve strategies are:
1. simplification and downsizing of both personal possessions and financial accounts
2. a net worth calculation
3. emergency contact cards
4. a financial “notebook” (an actual notebook or digital equivalents)
5. a digital assets inventory
6. a list of insurance policy and retirement account beneficiaries and personal representatives named in legal documents
7. Untitled property planning (i.e., who gets a person’s “stuff”)
8. a letter of last instruction
9. a personally authored obituary
10. a pre-planned and/or pre-paid funeral
11. lifetime gifts, testamentary gifts, and philanthropy
12. communication with surrogates and heirs.
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By registering, I agree to INDEMNIFY AND HOLD HARMLESS Master the Possibilities, Inc., Sidney Colen & Associates, Ltd., On Top of the World Communities, Inc., Horticultural Arts & Park Institute, Inc., Bay Laurel Community Development District, and any of their agents, directors, officers, representatives, volunteers and employees from any and all loss, damage, injury, action or cause of action resulting from the classes, events, or trips and/or equipment owned or operated or permitted to be used or operated or is used or operated. This Release Waiver and Hold Harmless Agreement includes those classes, events, or trips inside or outside of Master the Possibilities, Inc. For the full waiver, visit https://www.masterthepossibilities.org/sites/default/files/PDF/WaiverofLiability.pdf .
If class is cancelled by the participant because of COVID positive results, there will still be a processing fee incurred by the participant.
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