One Place, Your Wishes Workshop

Everything in one place. For the people who love you.

A practical, guided workshop that helps you organize the information your family may need someday—before a stressful moment turns into a search.

Love is present. Information is scattered.

When something happens, families are rarely missing love or effort. They are missing the passwords, account numbers, wishes, contacts, and documents that live across drawers, files, and one person’s memory.

One Place, Your Wishes closes that gap before it becomes a crisis. Participants leave with a clear system and meaningful progress—not another packet to set aside for later.

Meet people where they are.

Each format can fit into a community program, caregiver event, senior resource session, or organization calendar.

15 minutes

Meet & Learn

A focused introduction to the idea, why it matters, and how participants can book a complete workshop.

Best forAdding a useful topic to an existing program slot.

1 hour

Let’s Get the Process Started

A guided overview where participants begin key worksheets and leave with a practical path to finish at home.

Best forGroups whose documents are prepared and ready to organize.

The details families need, gathered with care.

The workshop does not draft legal documents. It gives prepared documents—such as powers of attorney and healthcare directives—a dedicated, easy-to-find home.

Who it’s for

Older adults, caregivers, and adult children helping aging parents get organized. It also works well for community groups and organizations already offering planning resources.

01

Key accounts and passwords

02

Emergency contacts

03

Funeral and final wishes

04

Legal document organization

Practical guidance. No pressure. Real progress.

Johnita McBride is an independent business advisor with nearly 30 years of experience helping people and organizations get complex things in order. She brings a calm, structured approach to every session, keeping the focus on helping participants finish the picture around their most important information.

This is not a sales pitch. It is dedicated time to make the work feel manageable—and to get it done.

ISO 9001:2015 Lead Auditor Independent Business Advisor Nearly 30 Years Experience

Start with a Meet & Learn or schedule the full experience.

Contact Johnita McBride at Insurics to choose the format that best fits your organization, group, or community program.

Call or Text (602) 884-4441