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Getting Organized -- Personal and Financial Records

This educational resource is no longer available.

Can you find key information when you need it?

Would someone else be able to find essential information if you were away or ill?

Learn how to keep tabs on the many parts of your personal and financial matters with the forms presented in this electronic 65-page workbook. Download/ print the workbook and record essential financial and family information, lists of financial accounts, insurance policies and credit cards; names of professional advisers; health and employment records; location of important documents; and more...

Pages / Length: 65
Publication Date: 11/2008

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