Reach Us: 352-861-9751 Office Hours: Mon-Fri / 9am-4pm
Online Course Catalog

Managing Your Digital (and Paper) Financial Life

This class was requested by a MTP student at the May 2024 Curriculum Kick-off. She noted that many older adults have both paper and electronic documents and are looking for better ways to manage their finances, organize their financial records, and not leave a mess for their heirs.

This class will discuss topics including debit vs. credit card use, online bill payment, creating an automatic payment inventory, automatic vs. one-time online bill payments, digital assets, two-factor authentication, e-filing taxes, and record-keeping recommendations for important papers. It will also discuss strategies to have a "good financial ending” to your life.

 

(352) 861- 9751

8415 SW 80th Street, Suite 2
Ocala, FL 34481

mtp@masterthepossibilities.org

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Master The Possibilities

A Not-for-Profit Lifelong Learning Center

Master the Possibilities, Inc. provides quality instruction and learning experiences for adult students throughout Marion County, Florida and beyond. We inspire students to explore their interests, uncover their passions, and leverage their talents to make positive changes within themselves and their communities.

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