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Online Course Catalog Registration is now available for the MTP Fall 2025 catalog. Stop by the Main Office today for a copy of the new Print Catalog. ADVANCED SEARCH SIGN IN OR CREATE AN ACCOUNT

Serving As A Personal Representative: What You Need to Know    NEW!

A personal representative is a person or institution that manages a deceased person's financial affairs and estate. In Florida, this term is used instead of executor or administrator. Duties include collecting assets, paying debts, and distributing remaining assets, if any. This class will provide a deep dive into the process of serving as a personal representative from both a financial planning "lens" and the instructor's recent experience serving as a personal representative and developing an Excel spreadsheet to track creditor claims.

Serving As A Personal Representative: What You Need to Know NEW!

A personal representative is a person or institution that manages a deceased person's financial affairs and estate. In Florida, this term is used instead of executor or administrator. Duties include collecting assets, paying debts, and distributing remaining assets, if any. This class will provide a deep dive into the process of serving as a personal representative from both a financial planning "lens" and the instructor's recent experience serving as a personal representative and developing an Excel spreadsheet to track creditor claims.

Instructor: Barbara O'Neill Members: $10; General Public: $15
 
Course #: FIN131 | Room: Room 4
Day of Week | Date | Time: W   9/17/2025   1:00 PM - 2:30 PM
Seats Available: 17
 

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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