Record Keeping Workshop
Microlearning on Youtube
Veterans, Seniors & Caregivers
📅 Stanford Medicine: Accelerator for Learning
🌐 MyBook.fyi | 📩 wen@GUIDEcaregiver.com
You're Invited: Keep Your Records Straight Before You Need Them
A 5-Day Workshop for Retirees, Veterans & Caregivers
Listen. I'm going to tell you something plain: one day, your kids or a hospital emergency room is going to need to know what medications you're on, where your important papers are, and who your doctors are. And they're going to be looking for that information when you can't tell them.
I've seen this happen too many times. The senior knows where everything is. Then something happens—a fall, a stroke, confusion—and suddenly nobody can find the medication list. Nobody knows which bank accounts there are. Nobody can locate the healthcare wishes they talked about last year.
This workshop is about fixing that before it's an emergency.
What This Workshop Does
Over five days—five 30-minute sessions—you and your family will set up a clear, organized system for your medical records, legal documents, financial information, and personal papers. Not with complicated software. Not with jargon. Just with plain organization that works.
By the end, when something happens, your family won't have to scramble. They'll know exactly where to look. And if you can't tell them where something is, the system will.
Who This Is For
Retirees who want their affairs in order
Veterans managing multiple benefits and healthcare providers
Seniors concerned about cognitive changes and wanting to stay organized
Adult children who don't even know where to start helping their parents
Caregivers supporting someone else's medical and financial life
This workshop works especially well for Chinese-American families, but the method works for everyone.
What You'll Actually Do
Day 1: The Basics
You'll learn a simple 5W1H framework—Who, What, Where, When, Why, How—and use it to organize your medication list. You'll work with your adult child (if they can join) to create a shared system you both can update.
Day 2: Your Medical Life
Blood pressure logs. Doctor contact information. Test results. You'll organize everything so your family (or paramedics, in an emergency) can understand your health picture in two minutes.
Day 3: The Legal Papers
Where's your will? Who has power of attorney? What did you want if you can't make decisions for yourself? You'll make a clear list of where these documents live and who has access.
Day 4: Money Matters
Bank accounts. Insurance policies. Investments. You'll create a simple inventory so your family can handle financial things if they need to.
Day 5: Putting It All Together
You'll review what you've built. Test it. Make sure your family can actually use it. And commit to keeping it updated.
The Tools (All Free)
Perplexity AI: You'll use a simple AI assistant to help you organize information. (Think of it as a respectful filing clerk who asks good questions.)
Notion: A free note-taking tool where your family can see what they need to see, when they need to see it.
Paper backup: Because sometimes the simplest tool is a piece of paper in a safe place.
No fancy tech required. No passwords so complex you'll forget them. Just clear, accessible organization.
What Makes This Different
This isn't a lecture. You're not sitting and taking notes while someone talks at you.
We work at your pace. 30 minutes a day. Not fast, not overwhelming.
You work with your family. Your adult child, your spouse, whoever needs to understand your situation—they're invited to join.
We use real examples. Not theory. Real scenarios—the medication list you actually take, the doctors you actually see.
We respect your privacy. Everything stays encrypted. Everything is under your control.
We speak plain English. No jargon. No "digital ecosystem" nonsense. Just straight talk about getting organized.
Before You Come
You'll need to:
Set up a free Notion account (takes 2 minutes)
Set up a free Perplexity account (takes 2 minutes)
Gather one piece of information—your current medication list (or even just a list of what you think you take—we'll refine it)
That's it. If you get stuck on the setup, email me. I'll help.
The Real Point
When you're done with this workshop, here's what will be true:
Your family will know your wishes.
Your doctors can find what they need to know about you.
Your affairs are organized in a way that makes sense.
You're in control. Not the system. You.
And you've done it in a way that won't feel overwhelming or complicated.
This is what people mean when they say "get your affairs in order." It's not morbid. It's responsible. It's the kind of thing a good parent does for their kids—and a good adult does for themselves.
Sign Up
You ready? Tell me you're in. Bring your adult child if you can. Bring a spouse. Bring a friend. We'll spend five 30-minute mornings getting this done, so that when it matters, your people know what to do.
This is the kind of work that keeps you in charge of your own life, even when things get complicated.
See you there.
