LIVING LEDGER is a tool for identifying and locating personal documents, that heirs, executors and agents with power of attorney will need when carrying out your wishes with respect to financial resources, real or virtual property, and end of life issues.
This 2019 revision to LIVING LEDGER has been designed for digital entry. A hard copy of LIVING LEDGER will be available at cost to those who cannot print their own copy.
This session is designed as an introductory glimpse of the document and will offer a hands-on workshop to assist members in getting started with LIVING LEDGER. You are encouraged to bring your laptop or iPad so that you can download your digital copy at the session and begin editing your copy.
NOTE: If you plan to use the digital Living Ledger, you are reminded usage will require you to have a current/valid logon. Please confirm that you can successfully log in prior to this program. For information on how to create or reset your password, click here.
When you register for this event, you can pre-order one or more hard copies of LIVING LEDGER for pick up at the event.
Parking: Enter Oakwood grounds at the traffic light at Island Drive and Mineral Point Road. Take the left fork and then the second driveway on the right to enter visitor underground parking. Push the button for assistance. Park in any visitor or non-reserved stall; take elevator to first floor lobby where signs or a receptionist will help. When you exit the underground parking the garage door opens automatically. You may also park in a surface visitor spot (marked spaces along the drive and up the hill toward the large lot).
On foot, enter Heritage (6205 Mineral Point Road) at its main entrance (third driveway on the right, at stop sign). The Westmorland Room is directly behind the main entrance reception desk.
If taking the bus, Madison Metro Bus Routes 14 and 67 stop on Mineral Point Rd in front of Oakwood, if traveling easterly, or across Mineral Point Rd from Oakwood if traveling westerly.
Registration: Advance registration is required. If you are not registered in advance, you may not receive handouts. If you or your companion registered for this seminar but cannot attend, please email or call the UWRA Office.
Questions? Call or Email
UW-Madison Retirement Association
21 N Park St, Room 7205
Madison WI 53715-1218