At FlagStone we believe that providing both our existing clients and prospective clients with accurate financial education information on your schedule, from the comfort of your home or office, that we can be a convenient financial resource that will earn your trust one answer at a time.

You can book this financial documents seminar on your schedule, based on our availability. Then, we will conduct a one on one session with you via our web conference software and walk you through the topic information at a pace that works for you, making sure that our answers are clearly understood by you. If you have any additional topic ideas, please let us know and we would be happy to accommodate your education needs.

Financial Documents – Free Seminar Sample

How to make a plan, Planning to Stay or Go, Documenting your Belongings, Resources to Utilize.

Family Emergency Plan:

Identify an out-of town contact.

Be sure every member of your family knows the phone number and has a cell phone, coins, or a prepaid phone card to call the emergency contact.

Teach family members how to use text messaging (also knows as SMS or Short Message Service).

Subscribe to alert services. Sign up by visiting your local Office of Emergency Management web site.

Other financial document questions this workshop will help answer:

Why should I plan for a Disaster?
Should a disaster occur do you have a plan?
Does everyone in your immediate family know what do you in the event of a disaster?
Are all your important documents in a central location, and safe?
If there is an emergency who are you going to call?
Do you know your emergency contacts phone numbers?
Do you have copies of your important documents stored away from your home?