Get Your Docs in a Row | Free Financial Workshop

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Get Your Docs in a Row | Free Financial Workshop

Create Better Financial Habits by Getting Financially Organized.

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Date and time



About this event

  • 1 hour
  • Mobile eTicket

It's time to create better financial habits by getting financially organized!

Join Marie Burns CFP® as she helps you declutter your finances. In this FREE hands-on virtual workshop, you will begin to create a comprehensive net worth statement that doubles as an estate-planning checklist for you (and the best resource later for your personal representative/successor trustee). This informative 1-hour online workshop will help you get your financial house organized so you can live with less worry and more life!

Join Marie on the following date:

Thursday, December 15, 12 PM - 1 PM MST (11 AM - 12 PM PST)

Price: FREE

Once registered and before your workshop, you will receive an email with the Zoom invite link to access the workshop. Attendees will also receive a free, fillable pdf tool called My Net Worth Summary that automatically calculates your net worth for you!

As a bonus for attending the workshop, you will receive a digital PDF download of Marie's best-selling "Before" Financial Checklist book as a thank you. Start forming better habits today!

What attendees have said about this workshop:

"Absolutely valuable!"

"Comprehensive and so many items I was unaware of!"

"I learned so many helpful tips."

"You made it so understandable for all of us!"

You have procrastinated this long enough, it’s time to get it done!

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