My Personal Bookkeeper Presentation Offerings

Please see below for presentation topics and descriptions MPB can provide to your audience.  We have presented to Senior Living Communities, both residents and their family members, as well as Senior Centers and special interest groups such as Wintrust Bank’s Platinum Adventure Club.

If you are interested in scheduling a virtual or in-person presentation or are a professional who would like to partner with us on one please contact MPB for more information.  As you can see there are several topics already available and presentations can be customized to your audience needs and interests.

Update on the latest scams and what you can do to protect yourself, including scams related to IRS, social security, identity theft, charitable giving and COVID-19. There are always individuals trying to take advantage of people and their possessions. The COVID pandemic provided a new landscape to take advantage of people, especially older adults.  Topics include:

  • What is a scam and which scams are prevalent now
  • How you can recognize a scam
  • How you can avoid being the victim of fraud and identity theft
  • What you should do if you think you have been scammed

This presentation will explain how to make sure you have control of the way in which your remaining years are lived out.  Covers the importance of making sure critical discussions take place with your family regarding your final years and end of life planning before you are in a crisis, how best to have those conversations and issues that need to be addressed, along with key documents you should have in order.  Topics include:

  • Issues/decisions to be discussed and made
  • Key documents needed
  • Additional considerations brought on by COVID-19
  • How My Personal Bookkeeper can help

You can and should play an active role in your health care by being more prepared for these appointments and conversations. Clear and honest communication between you and your physician or health care team can help you both make informed choices about your health or that of a loved one.  In this presentation learn some tips for better communication and how to be more proactive including:

  • ‌Preparing for Doctor Appointments
  • Keeping track of Healthcare Information
  • Telehealth
  • Necessary Documents
  • Advocating for Yourself or Your Loved One
  • Follow-up

Focus on the importance of keeping a watchful eye and understanding changes in your parents’ behavior.  Planning ahead and being aware of warning signs are key to being able to provide the proper care as they age.