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Getting organized & shredding event

Getting organized & shredding event

Tuesday, January 01, 2019

6:00p - 8:00p CST

To be determined

To be determined

St. Louis, MO
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Karen Boykin, Bill Lockwood Joe McCarthy


Karen Boykin

We will have on-sight document shredding and will address the following topics:

  • Things your beneficiaries need to know
  • Techniques to make things easier for you on a daily basis when it comes to your documents
  • What to keep, what to recycle, what to shred
  • Ways to make things easier when someone else needs to take over handling your finances
  • When is it a good idea to use a corporate trustee
  • When is it NOT a good idea to use a corporate trustee and the challenges of finding one willing to serve for smaller accounts
  • Why it's almost never a good idea to leave a trust as an IRA beneficiary.

Trusted vendors who are resources for wills, trusts, tax advisement, physical document security, and cybersecurity may also be on hand.  That's all in the works!

Watch for more info coming during 4th quarter!

Your Financial Advice Team,

Karen, Bill, and Joe 

By the way, this event will NOT be on January 1st.  This is just a placeholder date!

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