Being organized is more than getting rid of piles; it’s knowing you have important documents handy in case you need to leave your house quickly for whatever reason. Women of all ages are invited to attend a Free Financial Workshop, Women & Money: Are You Ready for Change?, Tuesday, June 23, 2015, 6:00 p.m. at Mid Oregon Credit Union, 1386 NE Cushing Drive, Bend. Presenting this workshop will be Lori Raab, KBNW program director at Horizon Broadcasting Group. Please call 541-382-1795 to reserve your seat. Light refreshments will be served.
Getting organized may be the first step to motivate you to take control of your financial future. It’s changing your recordkeeping system so your loved ones can find important papers and policies in case you’re incapacitated. It’s having investments that accurately represent your willingness to take risk. And it’s having a plan in place for long-term financial security, despite all the chaos in your daily life.
At the workshop you’ll learn how to organize important papers, complete financial documents, tie up estate planning loose ends, review your investment goals, and identify reliable resources. And you’ll set in motion your own plan for financial independence.