Description
Please join us for a fun and interactive seminar which focuses on organizing one's finances.
Given these uncertain times, it is more important than ever to ensure financial preparedness for untimely events.
This presentation will center on optimizing one's financial household while discussing the following topics:
- What are the most important documents to have on hand and up to date.
- When to rid oneself of obsolete documents.
- How to avoid being a victim of fraud.
- Ways to protect one's assets.
Look forward to seeing you and please feel free to bring a friend or two!
Date and Time
Thu, Sep 14, 2023
6:00p - 7:30p PST