Managing Your Digital (and Paper) Financial Life NEW!
This class was requested by a MTP student at the May 2024 Curriculum Kick-off. She noted that many older adults have both paper and electronic documents and are looking for better ways to manage their finances, organize their financial records, and not leave a mess for their heirs.
This class will discuss topics including debit vs. credit card use, online bill payment, creating an automatic payment inventory, automatic vs. one-time online bill payments, digital assets, two-factor authentication, e-filing taxes, and record-keeping recommendations for important papers. It will also discuss strategies to have a "good financial ending” to your life.
|
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.
Some Title