Financial Planning and Security

All Financial Planning and Security Content

A stack of binders and file folders on a wood table.

Organize This! Legal and Financial Must-Haves

A fiduciary is a person with legal authority to act on your behalf in a variety of situations (health care, financial, guardianship, executor, trustee, etc.). Organization is the key to ensuring your fiduciary knows what to do and when.

Young woman sitting at a desk with financial documents, a notebook, folders, and colored post-it notes.

Organize This! Facilitator Training and Certification

Organize this! facilitators guide participants through the program while creating a supportive and educational environment. Training ensures that facilitators have the knowledge needed to facilitate the program.

Person reviewing and marking up documents with a pen and post-it notes.

Organize This! Why Clear Handwriting Matters for Legal and Financial Documents

When preparing legal and financial documents, it’s essential to write letters and numbers clearly to avoid potential errors. Learn about some commonly confused letters and numbers in handwriting to avoid mix-ups and mistakes in your own records.

An older couple reviewing paperwork with a financial planner.

Organize This! What to collect and why

Learn about the different categories of documents and information your power of attorney (POA) or personal representative might need to act on your behalf in the event of an emergency.

Organize This! Legal and Financial Must-Haves Resources

View the documents and forms for the Organize This! Financial, Health, and Legal Must-Haves program.

Women standing in a circle learning about rangeland plants

Women in Agriculture

SDSU Extension's women in agriculture programs are open to all. These programs are designed to provide practical education and a strong support network to benefit farmers, ranchers, business professionals and those who support the agricultural industry.

Two woman reviewing a building plan in a community workshop.

Worksite Wellbeing

Workplaces are communities where leaders can shape the health, satisfaction, and engagement of their teams. By offering wellness programs and creating supportive policies, employers help employees manage stress, maintain good health, and stay focused and motivated.