No fee. Registration Deadline: October 20.
In this session, learn how to take control of your “stuff” – in particular, family documents, household records, financial records, and tax records. Learn what to keep, what to store, and what to shred, along with a timeline for how long to maintain this information.
You will take home the skills to set up a household inventory system and organize a home filing system for your practical everyday uses. In addition, learn useful tips and hints to help prevent fraudulent behavior and activity with regard to your personal records.
Patricia S. Morton is the Owner and CEO of Assistance for Seniors (AFS), based in Moorestown, NJ. Pat and her staff at AFS have been servicing clients for over 20 years with daily money management, bookkeeping, medical advocacy, and coordination of services for personal and household assistance. Their mission is to help individuals maintain their independence and peace of mind.