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ON DEMAND: Wealth Management Series: Decluttering Your Financial Life
Arguably the most valuable aspect of decluttering is the psychological boost from that lifted burden of clutter. Finally getting rid of that overflowing box of receipts in the closet or those old tax files jamming your desk drawer every time you go to open it is invaluable for both your mental and overall financial state of mind. In this workshop, we’ll discuss what you should keep paper copies of – and for how long – versus what you can leverage digital files for, from paycheck stubs and credit card statements to investment account statements, medical bills, and income tax returns. Reviewing best practices for estate documents, ensuring your online presence is fully secure, and disposing of confidential, private documents safely are also on the agenda.
Are you a current law student and looking to register for one of our programs? Learn about the D.C. Bar Law Student Community and attend most individual programs at a discounted rate. Find out more here.
Sponsored by: D.C. Bar Communities Office
Speakers:
Alp Atabek, Founder and Managing Partner, AFS Financial Group, LLC;
Jason Dahl, Director of Financial Planning Services, AFS Financial Group, LLC
Your Price
Standard
Non-Member
$60.00
D.C. Bar Member
$40.00
D.C. Bar Premium Community Member
$0.00
D.C. Bar Regular Community Member
$20.00
Law Student Community
$15.00
Government Attorney
Standard
Non-Member
$20.00
Non Profit Attorney
Standard
Non-Member
$20.00
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