LEGALLY SECURE YOUR FINANCIAL FUTURE
LEAGALLY SECURE YOUR FINANCIAL FUTURE
    :: UNIVERSITY OF IDAHO    :: COLLEGE OF AGRICULTURAL AND LIFE SCIENCES     :: UI EXTENSION    :: SEARCH

       LSYFF Development Team


Marilyn C. Bischoff, MS
Team Leader
Extension Family Economics Specialist
University of Idaho Extension

Joanne Bankston, PhD.
Extension Family Economics and Management Specialist
Kentucky State University CEP Extension


Gail Gordon, MBA
Extension Business Development and Family Economics Specialist
University of Wyoming Extension


Liz Gorham, PhD.
Extension Family Resource
Management Specialist
South Dakota State University Extension


Beverly Healy, M.Ed.
Extension Educator Ada County
University of Idaho Extension


Jacque Miller, MS
Extension Family Resource Management Specialist
Colorado State University Extension


Debra Pankow, PhD.
Extension Family Economics Specialist
North Dakota State University Extension

With Assistance from

Jane Schuchardt, PhD.
Family Economics National Program Leader
Cooperative State Research, Education, and Extension Service (CSREES), USDA

Kelli Jo Anthon, BS
Former USDA Program Assistant
Cooperative State Research, Education, and Extension Service (CSREES), USDA    








Legally Secure Your Financial Future: Organize, Communicate, Prepare is a three seminar program designed to educate participants to evaluate their legal status related to later life issues, develop a personal action plan, and take important steps to safeguard their families’ financial future. This web site contains all the tools an educator needs to plan, market, implement and evaluate this program. All downloadable documents were developed in Microsoft Office 2003 or Adobe Acrobat.

Refer to the legends at the bottom of this page for specific program versions and download times.

Planning Resources
Program Planning Guide WORD DOCUMENT
 

Speaker Material

Attorney Packet WORD DOCUMENT
Health Care Professional Packet WORD DOCUMENT
Speaker Guidelines WORD DOCUMENT
Speaker Agreement WORD DOCUMENT

Marketing

Improve Your Program Marketing: Focus on Your Audience WORD DOCUMENT
Fifty Publicity Ideas WORD DOCUMENT
Sample Letter Size Program
Promotional Flyer
WORD DOCUMENT
Sample Legal Size Program
Promotional Flyer
WORD DOCUMENT
Sample Participant Invitation Letter WORD DOCUMENT
Sample Media Release WORD DOCUMENT
Sample Professional Fact Sheet WORD DOCUMENT
Sample Seminar Announcement WORD DOCUMENT
Logos WORD DOCUMENT
LSYFF Promotional Brochure  
Sample brochure in MS Publisher 2003* WORD DOCUMENT
Sample brochure with images in MS Publisher 2003* WORD DOCUMENT
Sample brochure in PDF** WORD DOCUMENT
Sample brochure with images in PDF** WORD DOCUMENT
   
* to edit this document you will need Microsoft Publisher 2003  
** to edit this document you will need Adobe Acrobat 6.0 Professional  

Evaluation

Participant Registration/
Pre-Assessment
WORD DOCUMENT
Participant End -of- Program Assessment WORD DOCUMENT
Participant Follow-up Assessment WORD DOCUMENT
Program Evaluation by Extension Educator WORD DOCUMENT
Program Evaluation by Health Care Professional WORD DOCUMENT
Program Evaluation by Attorney WORD DOCUMENT
For State Specialist or State Contact  
Institutional Review Board (IRB) Generic Script and Signed Consent Form (make state specific) WORD DOCUMENT
IRB Generic follow-up Cover Letter (make state specific) WORD DOCUMENT
Reporting LSYFF evaluation data to FSLL data base WORD DOCUMENT
Curriculum Resources
Educator Guide WORD DOCUMENT
   
            Seminar One: Organize
PowerPoint/Transparency Presentation: Recordkeeping POWER POINT DOCUMENT
3.8MB
Participant Handouts:  
Organize your Important Papers WORD DOCUMENT 
Record of Important Papers WORD DOCUMENT
Replacing Very Important Papers WORD DOCUMENT
Household Inventory WORD DOCUMENT
Developing SMART Goals POWER POINT DOCUMENT
   
        Seminar Two: Communicate
PowerPoint/Transparency Presentation: Communicate: Advance Health Care Directives
(Make state specific)
WORD DOCUMENT
1.6MB
Participant Handouts:  
Advance Directives Quiz and Answers (Make state specific) WORD DOCUMENT
Selecting and Working With An Attorney WORD DOCUMENT
Ask the Attorney Form WORD DOCUMENT
Case Studies
(Make state specific)
Case Studies (Make state specific)
   
          Seminar Three: Prepare
PowerPoint/Transparency Presentation: Advice from Attorney
(Make state specific)
WORD DOCUMENT
10.2MB
Participants Handouts:  
Legal Terms POWER POINT DOCUMENT
Commonly Asked Questions of Attorneys POWER POINT DOCUMENT
Legend
WORD DOCUMENT Microsoft Word 2003
WORD DOCUMENT Microsoft PowerPoint 2003
WORD DOCUMENT Microsoft Publisher 2003
WORD DOCUMENT Adobe Acrobat 6.0 Professional
Estimated download times for PowerPoints
  Presentation 56K DSL
WORD DOCUMENT PowerPoint/Transparency Presentation: Organize: Your Important Papers 10 min 4
sec
WORD DOCUMENT PowerPoint/Transparency Presentation: Communicate: Advance Health Care Directives 4
min
1.7 sec
WORD DOCUMENT PowerPoint/Transparency Presentation: Advice from Attorney 25 min 10 sec
graphics top
This curriculum is one of Cooperative Extension's Financial Security in Later Life "Tools for Educators". Click on the logo below for additional educator resources. Partially funded by grants from Cooperative State Research, Education, and Extension Service, USDA, and the Association for Financial Counseling and Planning Education, Project 2020.


Send comments to Marilyn Bischoff
mbischof@uidaho.edu

July 21, 2005
ag@uidaho.edu

FINANCIAL SECURITY LOGO