Wellness Webinar - Your Financial Life in a Binder: How to Get (and Stay!) Organized

Your Financial Life in a Binder: How to Get (and Stay!) Organized and Leave Your Heirs the Gift of Order.

Susan Olson, Certified Financial Planner®, Abacus Wealth Partners
 

Many of us have relatively organized desks and we pay our bills on time. But if something happened to you, would your loved ones, designated trustee, or executor know how to find all your investment, credit card, bank, insurance, and estate planning documents and know what needs to happen to pay the bills for you or settle your estate? It is a great feeling to know you are organized, can find anything you need quickly, and that you are leaving order for your loved ones. At this workshop, you’ll get a handy checklist and instructions on how to create an organized binder or file system to get organized. You will learn how to have the tidiest financial files you've ever had, plus get tips on how to stay that way. There will also be valuable bonus tips such as how to avoid re-doing auto-payments on your credit card every time your card is hacked.

Susan Olson specializes in working with surviving spouses as an investment manager and financial decision-making partner. Susan lives in northern California and works with clients around the country.  

NOTE:  This Wellness Webinar is open to Members at no additional cost and Non Members with a donation to The W Connection.