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Dallas, TX

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Age Suitability None Specified
Category Other

Organizing your Legal & Financial Documents

Tuesday, May 14, 2013 4:30p
Park City Club Dallas, TX

Guest Speaker: Debbie Good, CFP®, Robertson, Griege & Thoelo
Organizing your Legal & Financial Documents
At a time when you are overwhelmed by grief, most widows are expected to gather extensive financial and legal documents, as well as learn a whole new vocabulary around estate planning. This seminar addresses how to start a home filing system to allow you to understand, organize and prioritize all the items you’ll need to settle the estate and establish your new identity.

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Park City Club
5956 Sherry Ln. Suite 1700
Dallas, TX 75205
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