Getting Your House in Order Webinar
Join us for a Webinar on Monday, March 27th, as advisor Carrie Sigler walks clients through “Getting Your House in Order”. This is an expanded upon version of Carrie’s original presentation given back in 2010 and again in 2013. Many clients still give credit to this presentation for guiding them on how to become more organized and for giving them greater peace of mind with their finances and household affairs. During this presentation, Carrie will review an easy filing system to get important documents organized and share several tips Horizon Financial has learned from clients over the years. She’ll leave attendees with tasks to accomplish, ideas to consider and discussions to potentially have with loved ones.