Get Your Docs in a Row | Free On-Demand Financial Workshop
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 on-demand workshop will help you get your financial house organized so you can live with less worry and more life!
Workshops & Classes
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Latest Past Events
Get Your Docs in a Row | Free Financial Workshop
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. […]
Get Your Docs in a Row | Free Financial Workshop
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. […]