Create Better Financial Habits by Getting Financially Organized

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

Join Marie Burns CFP® 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!