

Financial Literacy Month Speaker Series: Get it together—Organize your records so your family won’t have to
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Do your loved ones know where to find your life insurance policies, online banking passwords, real estate deeds, or even your will?
If you’re like a lot of people, you keep important information—from the whereabouts of family heirlooms to online passwords to automatic bill-pay details—in your head or stashed in the odd desk drawer. Unfortunately, this disorganization will likely cause hassles for those who someday take care of you or your estate.
Get It Together will provide straightforward methods to help you and others track what matters!
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