Nov 11, 2022
November . 2nd Friday . Hyatt
Nancy Sobin - Organizing your financial paperwork

Nancy Sobin, Owner of Professional Paperwork Services, will speak about Financial Paperwork.

  • What to keep and what to toss,
  • How long to keep documents,
  • How to set up your office,  
  • What information is needed for family if you become incapacitated
  • Protecting your information.