Getting your Personal and Financial Usernames and Documents Organized

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Date(s) - September 9, 2013
5:30 PM - 7:30 PM


Contact Info:
7034362827 [email protected]


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.