Homeowners, small business owners, farmers and consumers looking to get a better grasp on their financial bottom lines can get tips in a free webinar March 27 on financial affairs offered by experts from Ohio State University’s Income Tax School Program of Ohio State University Extension.
The webinar, “Getting Your Financial Affairs in Order,” can help participants better understand their financial situation by learning how to develop a year-end balance sheet, said Chris Bruynis, an OSU Extension educator.
OSU Extension is the statewide outreach arm of Ohio State’s College of Food, Agricultural, and Environmental Sciences.
“The webinar teaches participants how to examine their assets and liabilities in order to get a better handle on their finances and get a jump start on their estate plans,” Bruynis said. “Taking the time to organize your financial matters not only helps offer peace of mind, but it can also help you save hundreds of dollars as you plan and develop your succession, retirement and estate plans.
“One of the goals is to help participants get their financial affairs in order so that they can concentrate on their families, careers and bucket list.”
The program will focus on helping participants develop a balance sheet portfolio; write letters of instructions to their heirs regarding financial matters; and consolidate financial and personal information, including real property, savings and investment accounts and legal documents, into one document.
OSU Extension educators David Marrison and Bruynis will present the webinar.
The webinar runs March 27 from 7-9 p.m. and can be viewed online by going to http://carmenconnect.osu.edu/ohioagmanager. No pre-registration is required.
For more information about the webinar, contact Bruynis at bruynis.1@osu.edu or 740-702-3200.