January 25, 2018 –
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 binder. All participants are eligible to enter a drawing to win a free Fit Bit! Winner will be drawn at the conclusion of the seminar – must be present to win! RSVP required – please contact Mary McDougall at 970-479-2186 or at firstname.lastname@example.org to RSVP or for more information.