Getting your Personal and Financial Usernames and Documents Organized
Date(s) - September 9, 2013
5:30 PM - 7:30 PM
7034362827 [email protected] http://www.memorybanc.com/events/
Category(ies) No Categories
Today, $58 billion is sitting with state and federal treasurers from checking accounts, security deposits and unclaimed life insurance policies. These accounts and assets are lost in the shuffle of a move, disability and even death. Attendees will:
- Learn the key documents and details to collect and store;
- Know how to find unclaimed funds; and
- Understand how to protect and share this information with loved ones in the event that it is ever needed.
Every registrant will receive a MemoryBanc Register that guides users through the collection and preservation of this important information.