Smart Next of Kin - (Book Club)
- In stock, ready to ship
- Backordered, shipping soon
A four‑session experience designed to elevate, educate, and empower individuals and families. This Book Club helps families lay a solid foundation, protect their legacy, and ensure their loved ones are never left overwhelmed or unprepared.
Participation in the UMT Coaching Smart Next of Kin Book Club requires a personal laptop or desktop computer and access to Microsoft Excel. These tools are required to complete, store, and manage your personalized planning documents.
When you join, you’ll receive:
- A heartfelt Welcome Video
- The Smart Next of Kin Book
- A Digital Workbook to guide your journey
- Four 1‑hour Book Club Sessions
Here’s the structure:
Session 1: Welcome & Kickoff: Smart Next of Kin Administrative Aspect of Managing Your Affairs
Session 2: Q&A with Insurance Liaisons
Session 3: All Things Care: Navigating Aging, Advocacy & Financial Readiness
Session 4: Fireside Chat Q&A with one of our partnering estate planning attorney
The total investment is $125 per couple or individual.
Upcoming Book Club Event (Virtual) Purchase ONLY if you can attend these dates listed below:
Monday, June 8, 2026, 7PM-8PM
Monday, June 15, 2026, 7PM-8PM
Monday, June 22, 2026, 7PM-8PM
Monday, June 29, 2026, 7PM-8PM
***Zoom link will be emailed the week of the event. Please ensure you provide your email address and cell phone number during checkout.
- SendOwl Download will email the download link for your files to the address used at checkout.
- Your UMT Coaching customer account (if created).
- Once you receive your downloadable files in your email, they are your personal files to save on your computer or in your cloud storage (e.g., OneDrive (Microsoft), Google Drive (Google), Dropbox, iCloud Drive (Apple), Box). UMT Coaching has completed its obligation in this process.
- UMT Coaching will take no further action.
-
Please make sure your SendOwl Download email didn't go to your spam.
***You will have ONLY 24 hours from purchase to download ALL items from the emailed downloadable file. The download link expires after 24 hours, preventing further downloads.
- SendOwl will email the download link for your files to the address used at checkout
- Your UMT Coaching customer account (if created)
- Once you receive your downloadable files in your email, they are your personal files to save on your computer or in your cloud storage (e.g., OneDrive (Microsoft), Google Drive (Google), Dropbox, iCloud Drive (Apple), Box). UMT Coaching has completed its obligation in this process.
- UMT Coaching will take no further action.
- You will have ONLY 24 hours from purchase to download all items from the emailed downloadable file. The download link expires after 24 hours, preventing further downloads.