Wednesday Workshop: Technology and Techniques to Keep Us Organized

Date and Time



1 hour


We are excited to invite you to our upcoming Wednesday Workshop on March 27th at 7:30 PM Eastern Time. This interactive session will focus on “Technology and Techniques to Keep Us Organized,” a topic that is essential for managing our complicated financial lives. 

In this workshop, we will explore various strategies and tools for securely storing and organizing financial documents, including popular cloud services like Dropbox, Google Drive, and OneDrive. Additionally, we will discuss software, apps, accessories, and products that can streamline the process of managing financial records and paper documents. 


What To Expect 

  • Introduction and Icebreaker: What is your biggest challenge when it comes to managing financial documents?. (15 minutes) 


  • Brief Lecture: Learn how to securely scan, store, and organize financial documents using popular applications and cloud services. (15 minutes) 


  • Q&A Session: Have your burning questions about organizational technology answered by our knowledgeable facilitator. (5 minutes) 


  • Discussion: Share your favorite products and services for organizing your financial life. (10 minutes) 


  • Penny Forward News: Stay updated with the latest financial news and insights from Penny Forward. (10 minutes)


  • Conclusion and Next Week’s Topic: Wrap up the workshop with key takeaways and a glimpse into what’s in store for next week’s session. (5 minutes)


Whether you’re a seasoned organizer looking for new tips or someone who’s just starting to tackle organization challenges, this workshop is for you! 

Join the discussion

Zoom information hidden, please log into your account or purchase a monthly or yearly membership to view.