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ACE – Organizing Your Financial & Health Care Records for Your Family
In a time of need, a well-organized Personal Financial Records binder is a welcome bequest to family members and their financial advisors. This how-to class is presented in a workshop format for organizing and updating your personal financial records for your family members and their financial advisors. Sample worksheets, statements, and schedules will be provided. *Session 1: Identifying and Gathering Your Personal Financial Records *Session 2: Preparing and Updating Your Personal Financial Records Binder
Event Links
Tickets: https://go.evvnt.com/2354421-0
Website: https://go.evvnt.com/2354421-2
