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Get Your Docs in a Row | Free Financial Workshop

October 17 @ 4:00 pm - 5:00 pm

Create Better Financial Habits by Getting Financially Organized

It’s time to create better financial habits by getting financially organized!

Join Marie Burns CFP®, during Estate Planning Awareness Month as she helps you declutter your finances. In this FREE hands-on virtual workshop, you will begin to create a comprehensive net worth statement that doubles as an estate-planning checklist for you (and the best resource later for your personal representative/successor trustee). This informative 1-hour online workshop will help you get your financial house organized so you can live with less worry and more life!

Join Marie on the following date:

Wednesday, October 17, 4 PM – 5 PM MST/PST

Price: FREE


We also have the following date available: Thursday, October 12 from 11 AM to Noon MST/PS – Register here: https://getyourdocsinarowoct122023.eventbrite.com

Once registered and before your workshop, you will receive an email with the Zoom invite link to access the workshop. Attendees will also receive a free, fillable PDF tool called My Net Worth Summary that automatically calculates your net worth for you!

As a bonus for attending the workshop, you will receive a digital PDF download of Marie’s best-selling “Before” Financial Checklist book as a thank you. Start forming better habits today!

What attendees have said about this workshop:

“Absolutely valuable!”

“Comprehensive and so many items I was unaware of!”

“I learned so many helpful tips.”

“You made it so understandable for all of us!”

You have procrastinated this long enough, it’s time to get it done!

For more information contact [email protected]



October 17
4:00 pm - 5:00 pm
Event Category: