F201Z Fall 2024 What If Kit

F201Z What If Kit
Mondays, 11:50—1:15, Sept. 23—Sept. 30
Two sessions
Instructor: Kay Bransford
Coordinator: Brenda Bloch-Young
Given that 7 out of 10 adults over 65 will need three or more years of Long Term Care services, having your daily personal finances documented and organized is a blessing to those who will step in to help you. This isn’t just something that older adults should do, it is something EVERY adult should have done. Online access and electronic billing make it difficult for others to step in and manage bill payments, even if only temporarily. With hope that people will at least document the basics, Kay wrote the What If Kit and gives it away. The super organized can get this done in an hour, but we are going to spend two sessions to discuss, understand, and learn why having finances documented and organized serves every adult. Each participant can leave with a guidebook to serve your loved ones when they need it.
Kay H. Bransford had a corporate career, but after living as an adult-child caregiver for her parents, she transitioned to serve as a professional financial advocate. Kay founded MemoryBanc in 2012, and received an “Older-Adult Focused Innovation” award from the AARP Foundation. She also wrote MemoryBanc: Your Workbook for Organizing Life, which was named a “Book of the Year” by Today’s Caregiver, and serves as power of attorney and trustee. She has seen the 200 things that can go right and wrong when it comes to estate planning and navigating daily personal finances. Kay has whittled down the basic information every adult should document 4 Economics & Finance in the hopes that people will actually record it so their loved ones can help when needed.