MEMBERS ONLY - Virtual Program
Call-in instructions will be posted in the Chapter Business Forum
Your Legal Boundaries When Helping a Client Purge Documents
Professional Organizers are frequently asked to help their clients organize their paperwork and dispose of old documents. But what are the boundaries and when can you get rid of certain documents? This seminar will acquaint you with some of those documents, when they can be purged and those documents that can never be purged.
You can connect with Linda prior to the presentation at
Linda Donegan, CPA and creator of The Family DocuMap
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.