Ask Terry Questions You recent webinar for Aetna members

You recent webinar for Aetna members

By Terry Savage on October 14, 2022 | Financial Planning / Retirement

I viewed your webinar and you suggested that we start planning with a personal organizer checklist unfortunately, I was unable to get this during the webinar and I wondered if you might be able to email me a copy.

Terry Says

The Personal Financial Organizer can be found in one of the four boxes in the top right corner of my website. Or use this link: https://www.terrysavage.com/wp-content/uploads/2018/06/personalfinancialinventory.pdf

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