Bills, statements, documents, papers – it’s overwhelming how much information we have about our finances. This information may be stuffed into a box, a shopping bag, or tucked away into a few folders. This can give us a sense of chaos, so we don’t even know where to begin to get some control and organization.
The benefits of organizing your finances are significant – you (or your family) will know where to find important documents when needed, you can get control and stay in control of your finances, and you can de-clutter and reduce your stress. Once you’ve created a system that works for you, maintenance becomes much easier – as mail comes in, you open it, deal with it and then file it away. Simple as that!
The Organizing Your Finances in 1 Month workshop will take you through a 4 week step-by-step process to creating an organized system. You will learn how to:
Set up a folder system (paper or electronic) for your finances that includes your:
- Bank information
- Regular bills
- Income taxes
- Other property information
- Plus more!
Set up a back-up system to protect your information;
Learn how to create an “In the Event Of...” document for your loved ones to use if something happens to you; and
Look into various online resources to gather more information.
This is a 90 minute workshop that is fun and interactive! We take a “grab and go” approach – grab an idea or two and go try it. All participants will walk away with ideas, resources and the full curriculum upon request.
FREE but space is limited; to register, please call us at 604-299-8955, visit us at McGill Branch, or register online.
This workshop is offered in cooperation with the Credit Counselling Society.