Organizing Your Financial Junk Drawer

There is no charge but registration is required

Description: We will be discussing some basic steps that one can take to organize their financial lives. The presentation will be applicable to both individuals and business owners. Some key points of the presentation are How to store financial documents, how long to keep financial documents and disability insurance as an important foundational piece to a financial plan.

About the Presenter: Liz has been a member of the Bridger Financial Group family for 5 years. She has worn several hats for the group but most recently obtained her license to become a financial advisor in 2018. As a Financial Advisor, her primary responsibility is to help her clients understand and organize every element of their financial "junk drawer".

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