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Thursday, Jan. 25, 2018 5:30-6:30pm: Creating a Paper Trail for Your Heirs – Get Your Financial House in Order with a Master List Notebook – and win a Fit Bit!
This class will help you get started in the creation of a Master List Notebook. A Master List Notebook provides information and instructions for your heirs if you are no longer able to manage or are no longer around. Its checklists ensure that your assets are discoverable and that your wishes are known and followed. The notebook is also a great grab and run resource in case of emergencies. Participants will receive forms to start their own Master List Notebook, but will need to provide their own 3-ring binders. An RSVP is required so that we can provide material to everyone who is signed up to attend. Please contact Mary McDougall at 970-479-2186 or at email@example.com to RSVP or for more information. Light refreshments will be served.
All participants are eligible to enter a drawing to win a free Fit Bit! Winner will be drawn at the conclusion of the seminar – you must be present to win!
This program is made possible by a grant from FINRA (Financial Industry Regulatory Authority Foundation) through SmartInvesting@yourlibrary®, a partnership with the American Library Association.
Want to test your financial knowledge? Take this quick True/False test to see what you know! Then come to Common Cents for Colorado classes to learn more!