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Event name

Managing Personal and Financial Records


Mon 03 / 20 / 2023
6:00 PM to 7:30 PM


Online Webinar

Who can attend

Open to all

Limited capacity: Registration Closed




Carol Cookson

Easy Five-Step System

Managing Personal and Financial Records

Presented by Carol Cookson

  • Why Keep Financial Records Organized?
  • Billing errors happen. To resolve errors, you need documentation
  • Record of bills paid - poof or payment
  • To collect documents needed for tax filing
  • Receipts for return of purchases
  • Required documents needed for warranty claims
  • Required for fraud claims
  • To resolve merchant and vendor disputes
  • To assist with budgeting
  • Manage the paper avalanche