Questions And Answers
What is the purpose of the “More Than Money” workshop?
To assist people in organizing, evaluating, and communicating their personal and/or business financial and estate plans with loved ones, associates or friends. It is our purpose to provide motivation and materials for you to make responsible personal and financial decisions for you and your family or associates.
What do you mean, “Organize, evaluate and communicate”?
Organize—get all those important papers in a single place using a method to sort and record information. Evaluate—determine the value and current status of important papers. Communicate—share important information with loved ones and associates.
Why would I want to attend this workshop?
First, to leave your family better prepared to handle your personal and financial and estate affairs.
Second, to relieve your family and loved ones from the stress of trying to manage your affairs without your presence.
Third, just to be prepared. Why not be prepared and prepare your affairs for your family. This is a living document intended to continuously change.
How much does it cost?
The cost is FREE. (This faith based ministry is supported by generous gifts and donations that come from workshop participants. We have a recommended gift or donation amount that helps cover the cost of materials, travel and office expenses.) The workshop includes a 3-ring binder, tab dividers and all the printed material for the binder, PLUS a printable CD.
How long is the workshop?
The normal workshop is scheduled for 3 hours of instruction. However, we now offer an EXTENDED workshop with 15 hours of instruction. This extended workshop allows time to complete some of the worksheets and provides more detailed explanations.
What if we do not finish the workshop but want individual help?
I am available to assist anyone for a consultant fee. I do not provide legal, medical or financial advice, but I will be glad to assist you in completing the workshop materials and helping you get organized.
Is the workshop available on CD’s or DVD’s?
Only the worksheets are available on CD for now. If you would like to purchase a CD, please contact us at