This Paper is Killing Me!:
A Guide to Simplifying Your Financial Life
TUFA Lunch & Learn Seminars
& Presentations
We will discuss the following topics:
- Understand the Financial & Psychological Advantages of Simplifying your Financial Life
- Learn how to Efficiently Consolidate your Financial Records
- Review an Action Plan to make your Financial Life Paperless
- Learn How to Address the Issues of Identity Theft & Disaster Recovery
Presented by Roger G. Ward, CPA/PFS, CFP®
Tarpley & Underwood Financial Advisors
Tuesday, September 30, 2008
11:30 am to 1:30 pm