Who has time to organize records?
Well, there are some things you have to make time for, and organizing records is one of them. After all, if you don’t take the time to organize your records, who will?
The types of documents that you need to organize include:
- Health
- Home
- Car
- Insurance
- Financial
- Will
- And more
In an upcoming virtual seminar hosted by Blooming Tree Wealth Management and a special guest, you’ll receive the tips and plan needed to organize your records now.
The Details
Who: Sonja Reece, Former Mayor Pro Tem
What: The “Tips to Organize Your Records NOW, Before Others Need Them” seminar.
When: Thursday, October 6th at 12pm Central
Where: VIRTUAL. Join us here: https://www.gotomeet.me/RyanOConnell-BTWM, or call in to (669) 224-3412 and use access code 902-937-309.
To receive your one-page “Grab and Go” document organization guide, email Blooming Tree’s Lauren Runyan to RSVP. Simply send an email to lauren.runyan@bloomingtreewm.com with the subject line “Organize RSVP.”
Why: Because in the middle of a crisis is not the time to find, organize, and review vital documents. That time is now.
During the hour-long seminar with Sonja, we’ll learn as she shares how to put together an organized binder, described as a “Grab and Go Binder.” The binder will enable your family to easily access the information they’ll need if there’s an emergency or a major life change.
This will be a virtual seminar. Don’t forget to email lauren.runyan@bloomingtreewm.com for your one-page guide on how to create your own Grab and Go book.
We hope to see you (virtually) on October 6 at noon!