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EDUCATION CENTER

How to Organize Your Financial Records: Keep, Shred, or Scan

In our recent webinar, we explored a modern approach to handling your financial documents. Viewers learned efficient techniques for scanning, storing, and safeguarding crucial records in today's digital era, covering everything from tax documents to essential estate planning materials. Michael Corgiat provided guidance on decluttering your financial life and ensuring easy access in emergency situations while simplifying record-keeping. If you missed this opportunity to streamline your financial management with valuable insights and practical tips, be sure to watch the video now!