Planning member education seminars can be a time-consuming process. That's why Credit Union Seminars in a Box member seminar kits were designed with your busy schedule in mind. Everything you need to plan and execute a member seminar is in the box - just add the members!
The seminar for Get it Together: Organize Your Financial Records covers:
- How to determine what documents to keep
- Costs of NOT getting organized
- Why some record keeping systems fail
- How long to keep records
- Where to keep records
- Tips for getting and staying organized
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How to install the files after purchase.