Letter of Invitation
Many people realize that their personal and financial affairs are not completely in order. Nothing has made us more aware of the situation than the September 11th incident in New York City. It is ironic that the “twin towers” held some of the most prestigious and powerful financial institutions in the world and yet many of the employees of these business firms did not have their own personal and financial affairs in order.
Consequently, weeks, months, and years later, families of these victims are still suffering from the personal and financial loss of their loved ones even though programs are in place to relieve some of the financial burdens. Would these families have received any help if it had not been a “national tragedy”? In other words, if they had died one at a time, would anyone have even noticed? Ask yourself this question, “If I knew I had just three months to live, what are some things I would want to do for my family?”
More than Money is a workshop presentation intended to help you organize, evaluate and communicate your personal and financial information to your family. It is important to have this information in one place. Therefore, we are providing a 3-ring binder with tab dividers and over 275 pages to help you get organized. Each tab divider contains information, tips and worksheets to assist you. There is also a CD that contains all the worksheets which can be used to print additional worksheet copies so you can continue to update your workbook.