Digital Assets & Details Worksheet Continued
Lesson 10 from: Life & Legacy: Creating Your RoadmapChanel Reynolds
Digital Assets & Details Worksheet Continued
Lesson 10 from: Life & Legacy: Creating Your RoadmapChanel Reynolds
Lesson Info
10. Digital Assets & Details Worksheet Continued
Next Lesson: Insurance Overview & Scenarios
Lessons
Class Trailer
Day 1
1When Life Goes Sideways
27:47 2Overcoming Your Fear and Having a Checklist
25:41 3Getting Started
24:51 4Wills: The Basics
36:06 5Wills Questionnaire and Q&A
36:19 6Living Will Basics
29:48 7Living Will Questionnaire and Story Sharing
47:18
8
Keeping Track of Your Details
16:38 92:45 pm - Digital Assets & Details Worksheet
28:42 10Digital Assets & Details Worksheet Continued
26:23Day 2
11Insurance Overview & Scenarios
20:18 12Life Insurance Discussion/Worksheet
46:16 13Money Insight/Skype Interview
36:39 14Financial Priorities
15:29 15Starting the Conversation
32:12 16Communication: Role Playing
26:49 17Role Playing Continued
21:18 18Making Action Items With Deadlines
22:12 19Roadmap: Staying Motivated
27:39Lesson Info
Digital Assets & Details Worksheet Continued
Class Materials
bonus material
Details.pdf
Insurance.pdf
Living Will Questionaire.pdf
Money.pdf
Roadmap.pdf
The Conversation.pdf
Wills Questionnaire.pdf
bonus material
Checklist.pdf
Creating Your Roadmap Resources.pdf