You are invited to attend
“How To Organize Your Financial Life”
June 11, 2013 at 6 pm
Is your inbox overflowing?
Do you have a pile of financial statements?
Do you wonder which papers are important to keep and which are not?
Are you concerned about how to maintain important documents?
You and a friend are invited to attend this exclusive event. Hear from one of the country’s leading organizing experts, Sharon Lowenheim, along with a panel of experts in the fields of Banking, Finance, Insurance, and Law.
Items for discussion:
• Brokerage, Retirement, 529 Accounts, 1099s
• Wills, Powers of Attorney, Health Care Proxy, Living Wills
• Life, Disability, Long Term Care, Property and Casualty Insurance
• Mortgage Documents
Certified Professional Organizer®, Organizing Goddess, Inc.
Susan Feitelberg, Wealth Advisor, Morgan Stanley
Mary S. Croly, Esq., McLaughlin and Stern
Raymond Piacentini, Lloyd Bedford Cox, Inc.
Nicholas C. Donato Jr., Donato Financial Group
Sarah Haley, Private Banker, Morgan Stanley
This exclusive event will take place at 6 PM on Tuesday, June 11, 2013, at Morgan Stanley at Park Avenue Plaza, 55 East 52nd Street (between Park and Madison Avenues), on the 29th floor.
To RSVP, send your name (and the name of your friend, if you are bringing one) to firstname.lastname@example.org.
We look forward to seeing you on June 11!