Importance of Doing an Annual Review of Financial Documents
Speaker: Staci Greene
When it comes to planning for your future, it’s important to be prepared for the unexpected by having key financial documents in place and knowing where they are filed. Staci will discuss documents that everyone should review with family and update annually, with a focus on how creating a budget can help make your dreams for the future a reality. 
Agenda: 
Introduction
Important Planning Documents
Creating a Budget
Can I afford my Dreams and Goals? 
Q&A

Limited Space. Registration Required