Coffee and Conversation – Taming your financial records

12/01/2021 @ 10:00 am – 11:00 am

Christine Dolan, principal, will explain how organizing our financial lives can help reduce stress, improve efficiency, and give us more control over our income and expenses. Christine welcomes our questions – from automatic bill payments, to organizing our records for estate planning.

To join the conversation, click the link below and follow the directions:
Join URL:

Coffee and Conversation begins at 10 am, but the Zoom link can be opened starting at 9:30. Please join the call a few minutes early so that we can begin on time.

You also have the option to dial in by phone to participate without video. For that, dial: 929-205-6099. The meeting ID is 889 4857 7106. Passcode: 872327.