Recorded: Feb. 17, 2021 

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. 


In this webinar, you’ll learn:

  • Importance of Staying Organized
  • What to Keep and For How Long
  • What and Where Can I Shred?
  • How to Get and Stay Organized
  • Managing Passwords/Social Media
  • Your Annual Credit Report
  • How EP Can Help

Presented By:

               VOISIN_ERIN-3660 (1) (1)                nicole circle

        Erin Voisin, CFP®, MS, EA, CDFA®, ChFC®                     Nikki Simpson, CFP®

           Director of Financial Planning/Partner                                Financial Planner

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