Educational Workshop

Date/Time
Date(s) - 07/30/2015
6:30 pm - 8:00 pm

Location
New York Life Insurance

Are You Looking For More Order In Your Life?

Being organized is one of the keys to efficiency; but most people would find it challenging to locate their critical documents when they needed them most.

Being Organized can help you-and the people you care about-be more efficient. Your estate may depend on it. Join us for an hour-long seminar. We’ll show you how to:

*Organize your financial, health and personal documents with New York Life’s Lifefolio Kit.

*Discover potential gaps in your estate plan, as well as where you may find help filling them in.

*Review and evaluate your overall financial goals.

*Have a financial conversation with your family.

Please RSVP by Noon on Monday 7/27/2015 to Ted Donnelly at 401-276-8728 or efdonnelly@ft.newyorklife.com


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