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Ryleigh Mattle, CFP®

Financial Advisor

rmattle@sagerutty.com

585-512-2352

Image by Garmin B

Spring Cleaning

Have you ever wondered what financial documents you should keep, where you should store them, and how long you are required to retain them? In this workshop, we will show you how to set up a clearly-defined record keeping process so you know what you have and where to find it. Walk away with simple tips designed to keep your home organized and clutter-free for years to come.