Purging Personal and Financial Documentation with Linda Donegan (CEU Qualifying)

December 08, 2014
7:00 PM to 8:30 PM (Eastern)
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Description:

Professional organizers often help clients organize and manage personal and financial documentation. Many times the documentation is old, outdated and no longer needed. The ideal solution would be that the client wants to dispose of these documents. Unfortunately, the reality is clients will turn to the organizer for guidance and direction.

What are the rules for getting rid of paperwork? Is the organizer putting herself/himself in jeopardy for suggesting what can go and what should stay? What are the legal ramifications and how does an organizer handle purging documents?

In our litigious culture, an organizer is wise to know these answers. Linda Donegan, creator of The Family DocuMap, will answer these and many other questions regarding helping your clients purge and clean up their paperwork. 

Objectives:

  1. Understand the parameters for keeping important documentation safe.
  2. Be able to determine how long certain types of documentation  legally need to be kept.
  3. Help their clients determine what documents can be safely purged and which ones need to be kept.
  4. Helping a client purge documents without increasing the organizer's liability.
  5. How to recover a lost document.

Presenter Information:

Linda began her career as a CPA with Price Waterhouse Coopers and worked on some of the firm’s highly visible clients providing audit and problem solving services.

After several life-altering events she realized how important personal and financial documentation is, not only for ourselves, but for those that we love. For the past 22 years, Linda has accumulated a vast amount of knowledge regarding personal and financial paperwork. She has worked with individuals and companies to educate and provide resources for managing this critical part of our lives.

Linda created The Family DocuMap as a guide to organize, manage and maintain personal paperwork. 

She resides in Oldsmar, Florida with her husband of 30 years, Dennis. 

Click here to view the recording.

Documents

Keeping Tax Records

Personal Record Retention

NAPO VC December 2014 Monthly Meeting Minutes