Getting Organized and Digitized

Upcoming Events | February 2, 2024

Please join us for the next session of our 2024 Wealth Transfer Preparation Solution Series on April 25, 2024 at 3:00 pm Mountain Daylight Time.

In this session, Sam Jones will cover the following topics! So mark those calendars now! 

Topics:

*Moving beyond the Safe Deposit Box for important documents

*The benefits of using account aggregation tools and software during your life.

*Linking that little bank account in Novia Scotia

*Safety, Security and Sharing access with your Executor/ personal rep

To Register in advance for this webinar please use the link below:

REGISTER HERE