Organizing for Financial Management

Description

Organizing for Financial Management, 1.5 hours, Virtual

The word “organize” means different things to different people. In this workshop, we explore what “organize” means to you in your overall life and in your financial life. We provide you with ideas, guidelines and recommendations on how to reduce paperwork, declutter and mange incoming financial email and mail. We discuss how long to keep financial documents and how to safely get rid of sensitive financial information. Discover different financial tools available to keep you organized. Leave this workshop with ideas, resources and motivation to organize your financial life…and reduce your stress!

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