Organizing Your Financial Records

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Organizing Your Financial Records

May 20, 2021 6:30 pm 7:30 pm PDT

Many people struggle every time they open their mail or email. They ask themselves, “Is this important? Do I need this? Should I keep it? Should I throw it away?” Becoming that organized person is not simple, but taking the steps necessary to get your financial records under control is a task with many rewards.
 
Topics include:
  • What records should you keep
  • How long you should keep them
  • How long to keep short-term files
  • What about taxes?
  • Where to store your records

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Details

Date:
May 20, 2021
Time:
6:30 pm – 7:30 pm PDT

Zoom

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CO, ID, IL, IN, MO, MT, NM, NV, OR, SC, TX, VA, WA.

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