Winning the Paper Battle: Managing Family Documents
Presenter: Mary Helen Dennis “My Confidant, Inc.”
Date: Monday, September 18, 2017
Location: 28 N. Main Street, Boonsboro, MD
Time: 6:00 – 7:00 p.m.
As the owner of My Confidant, Inc., Mary Helen specializes in organizing solutions to conquer the mountains of paper invading our homes, and creating an easy-to-use system to access important documents.
In this workshop you will learn:
- How to set up a Clear filing system – in today’s world we are inundated with important paperwork that needs a place “to live”. By setting up a clear easy to read filing system you and your family will spend less time searching for those critical documents.
The importance of a Family Resource Book – which is essentially a “road map” of “need to know” information. Many times there is one person in the family who takes care of the paperwork, paying bills, keeping up with insurances & investments, etc. This book eliminates the “scavenger hunt” for survivors.