Life Planning Education Series: Getting your Personal and Financial Usernames and Documents Organized

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Life Planning Education Series: Getting your Personal and Financial Usernames and Documents Organized

A fire, hurricane or tornado can steal away your important documents and details in the blink of an eye. A disability, if only temporary, can require family and friends to step in and help. Organizing and protecting your usernames and managing a wide range of personal information is now a necessity of our daily living. Join us to take control of your personal and financial accounts and documents.

In this workshop, attendees will:

  • Learn which passcodes and documents to organize and protect;
  • Understand which legal tools are needed to protect you and your assets;
  • Leave with key information organized and protected.

Every registrant receives the JumpStart Edition of a MemoryBanc Register workbook or ebook* (a $39.95 value) that guides users through the collection and preservation of this important information.

Pick the date and location that works best for you.

Monday, September 9, 2013   REGISTER
5:30 – 7:30 PM ~ Arlington, VA

Saturday, September 21, 2013    REGISTER
10:00 AM – 12:00 PM ~ Reston, VA

Wednesday, September 25, 2013   REGISTER
6:00 – 8:00 PM ~ Bethesda, MD

Cost:
MemoryBanc Register Owners: $18.00 
Individuals $55.00; Couples $60.00 *Registration includes one MemoryBanc Register.

Want to host a Life Planning Event? Contact Kay Bransford at 703.436.2827

 

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We are professional financial advocates and serve as Power of Attorney and Trustee for our clients and their families. We offer in person service in Virginia, Maryland, District of Columbia and Minneapolis/St. Paul, Minnesota.

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