Protect Your Identity: What to Shred & What to Toss

Protect Your Identity: Find out What to Keep & What to Toss!

Tuesday, Oct 22 @ 7pm

Unsure of how long to keep receipts and statements? Concerned about document safety?

Find our what you can clean out!

At the event you will find out:

• How long to save financial and tax records
• What documents can be discarded
• Safe storage in this time of identity theft.   

Presented by Claudia Mott, CFP, CDFA & Mary Sunderland, CFA, CFP, IRS Enrolled Agent