MemoryBanc: The Simple Toolkit Every Caregiver Needs

Most Americans don’t have an organized system for managing their personal, financial, online, household, and medical documents, accounts, and details. In this workshop, you will learn about the documents, accounts, and assets that should be organized and will leave with a step-by-step guide to get it done!

This presentation will provide takeaway resources covering:
- Which documents are important
- Why your loved ones information should be organized
- What to save and what to shred
- When to share this information with others
- The key estate planning documents every adult should have
- A simple way to approach and sort through piles of papers

Kay H. Bransford is the author of the best-selling MemoryBanc: Your Workbook for Organizing Life and has appeared on The Dr. Oz Show, Huffington Post, and been interviewed by a host of local and national broadcast outlets. She created this toolkit to organize her parent’s records, and then realized how many other families were facing similar needs.

This educational presentation is free and open to the public, but registration is required. The first 30 RSVPs will receive a free copy of Kay Bransford’s book, MemoryBanc: Your Workbook for Organizing Life ($19.95 value)!

All participants will receive an “Important Documents & Accounts Checklist”, “What Should I Save and When Should I Shred It?”, and an important index to help them find the right worksheet for their needs.

Continental breakfast provided!

Thanks to Great Falls Assisted Living and Pro-Healthcare Servicing, LLC.