Join Alp Atabek, AIF® and Jason Dahl, CFP®, CLTC, CIMA® on Wednesday, June 7, at 1:00 PM EST, for everything you need to know about Decluttering Your Financial Life. 

Can't tune in on June 7? Still sign up via the link below, and we'll send you the workshop recording!

Arguably the most valuable aspect of decluttering is the psychological boost from that lifted burden of clutter. Finally getting rid of that overflowing box of receipts in the closet or those old tax files jamming your desk drawer every time you go to open it is invaluable for both your mental and overall financial state of mind. In this workshop, we will discuss what you should keep paper copies of – and for how long – versus what you can leverage digital files for, from paycheck stubs and credit card statements to investment account statements, medical bills, and income tax returns. Reviewing best practices for estate documents, ensuring your online presence is fully secure, and disposing of confidential, private documents safely are also on the agenda. Register now via the form below.