Thursday March 14, 5:30 pm to 7:30 pm
Refreshments at 5:30, Program from 6 to 7:30
Workshop cost $10
To sign up in advance call 415.456.9062
What you need to keep
What you can safely shred
What to do when you have too much
John Jackson, award-winning journalist and former editor of the Novato Advance, will tell his personal story about helping his aging parents while “Taming the Paper Dragon” and what NOT to do.
Expert Panelists:
Terri Abelar, CEO of Aging Solutions – which paperwork is vital to have?
Dave Clark, CPA, of Boerio, Clark & Associates CPAs – what papers you can safely shred.
Jane Lott of Silver Rain Estate Transition Services – advice for paperwork run wild.
Sponsored by: Pollak & Cusack Estate Planning, Trust & Probate Law