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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New York Life Insurance 1301 Atwood Ave Suite North 306 - Johnston Details