Date and Time
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03/13/2024
Length
1 hour
Description
As we dive into the second week of March, we’re excited to invite you to our Wednesday Workshop titled “Out with the Old, In with the New – What You Should Keep and What You Can Throw Away.”
During this workshop, we’ll explore effective strategies for organizing your financial documents and determining what to keep and what to discard. Whether you’re drowning in a sea of old receipts or unsure about which financial records are essential, this workshop is designed to provide you with practical tips and insights.
What To Expect
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- Introduction and Icebreaker: Share your oldest financial document and why you’ve kept it. (15 minutes)
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- Brief Lecture: Learn how to organize your financial documents by time and type. (15 minutes)
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- Q&A Session: Get your burning questions about document organization and retention answered. (5 minutes)
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- Discussion: Participate in a decluttering challenge and collaboratively create a checklist for discarding unnecessary documents. (10 minutes)
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- Penny Forward News (10 minutes) – Stay updated with the latest financial news and insights from Penny Forward.
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- Conclusion and Next Week’s Topic Announcement. (5 minutes)
Don’t miss this opportunity to gain valuable knowledge and take control of your financial records. Whether you’re a seasoned pro or just starting your financial journey, there’s something for everyone in this workshop.
Join the discussion