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How to Create a Login Safety Plan Webinar

Do you know where and how to access all of your families financial accounts (banking, investments, credit cards, mortgage, etc.)? Do you know all of the username’s and passwords in case something were to happen?

Copy of How to Create a Login Safety Plan For You and Your Spouse 2

If not, you’re not alone. If you’re not in charge of it, then it’s out of sight out of mind.

However, if you’re like most married couples, one person handles the finances/bills while the other takes care of other chores. Over time, we eventually just take each other’s chores for granted.

But, if you’re not the one who handles the finances, do you have a plan in place of where all the accounts are located and how you would access/login to them?

Hopefully, this is starting to sound off alarm bells in your head. While you’ve most likely never heard of a Login Safety Plan before, you can probably imagine the horrific feeling of not knowing how to locate all of your financial accounts, let alone how to login to them.

That’s exactly why we created this webinar. With as many couples as I’ve worked with over the years, I’ve yet to see one who has actually created a Login Safety Plan for their finances. 

So, please join me on Tuesday, March 12th at 11 am CST where I’ll be hosting a live webinar walking you through exactly what you need to do to create your own Login Safety Plan.

It’s absolutely free and will be hosted online so you can watch from the comfort of your home or office. 

During this free webinar, you’ll learn:

  • What a digital estate plan is and why it’s so important to have one in this day and age
  • Why having a Login Safety Plan is vital if something were to happen to you or your spouse so that you both know how to access all usernames and passwords
  • How to create your own Login Safety Plan for you and your spouse along with software recommendations that will make the process much easier

I hope you’ll join me. I can’t wait to share this vital information everyone should know!

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About the Author

Aurtho Clint Haynes, CFPThis article was written by Clint Haynes, CFP®. Clint is a Certified Financial Planner® and Founder of NextGen Wealth. You can learn more about Clint by reading his full bio here.