When is the last time you sat down and took a good look at how to better organize your finances? Do you know where to find all of your important financial documents and information?
An important part of managing your personal finances is keeping your financial records organized. From knowing what documents to keep forever to learning how to create a personalized document locator, this webinar will cover the importance of organizing your financial records, and practical steps you can take today.
Erin Voisin, CFP®, MS, EA, CDFA®, ChFC® Nikki Simpson, CFP®
Director of Financial Planning/Partner Financial Planner
Fill out the form to register for the webinar!