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Personal Planning Organizer

The most up-to-date Planning Organizer in the industry is available in four different formats based on the needs of your families, including a version in Spanish.

Our Organizer includes five easy to fill out sections that will help you start the conversation with your loved ones about:

    -The location of your important documents
    -Where to find bank, retirement and investment accounts
    -How to locate your insurance policies
    -Veterans and social security benefits, and

    -Funeral and cemetery preferences.

The Caucasian, African American, and Hispanic versions of the Personal Planning Organizer are intended for couples to fill out together and includes sections for spouse's information. 24 pages. The Single's version contains the same sections for one person and is 20 pages. Click on any of the products below to purchase.

Download a PDF of The System Universitys official Training Schedule! This free download includes everything you need for the first 20 Days of Training. It’s a clickable PDF, so you can click on any of the courses, products or other materials referenced to go directly to them for easy access.

At the end of this 20 days of initial training, it is not the end of your training; only the beginning. We believe that you learn the fundamentals initially and that you develop yourself perpetually.

Yes, I want my Free Training Guide from TSU.