Free Webinar: When to Save and When to Shred

Many of us are overwhelmed with all the information we are keeping in our heads, on our phones, in file cabinets and safe deposit boxes. Learn what documents are important, how to clear out unneeded papers and when and how to share this information with loved ones. Potomac Financial Private Client Group is pleased to host Kay H. Bransford, Daily Money Manager and best-selling author of MemoryBanc: Your Workbook for Organizing Life to share her expertise with our clients and friends. Kay has appeared on The Dr. Oz Show, The Huffington Post, and the BBC, among others, to educate families, caregivers, and retirees on why getting organized is important to the well-being of every adult. The company Kay founded, MemoryBanc, received an “Older-Adult Focused Innovation” award from AARP Foundation, her Dealing with Dementia blog recognized as a “Top Alzheimer’s Blog” by Healthline every year since 2016, and her workbook was named a “Book of the Year” by Today’s Caregiver. She has taught hundreds of classes and workshops on life preparedness to help other families get organized and live well.
Register for this informative webinar today!