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Financial Scrapbooking Event - April 23, 2018

Posted on Thu, Apr 12, 2018

In conjunction with the National Financial Literacy Month, Vanessa Birman, CPA will be giving a one hour presentation titled "Financial Scrapbooking" on April 23, 2018. This event will be held at 6:30pm at the Caledonia Branch of the Kent District Library. The presentation will highlight the importance of creating a scrapbook for essential financial records such as insurance policies, retirement accounts and investments, as well as give insight on how to organize your information. A financial scrapbook is not only beneficial for financial planning, but also for emergencies and end-of-life arrangements. Creating this valuable tool enables all information to be stored in one location.

The presentation will be held at 6:30pm on April 23, 2018 at the Caledonia Branch of the Kent District Library, located at 6260 92nd Street SE, Caledonia, MI 49316.

Vanessa_Y_Birman

Vanessa Birman, CPA, is an Accounting Services Manager at EHTC and has been with the firm since 2016. She is a Certified QuickBooks ProAdvisor for both Online and Desktop platforms and specializes in small business accounting. This includes assisting with business startups, monthly accounting, sales and payroll taxes, special projects and much more. Vanessa has been a CPA since 1998 and is a member of the Michigan Association of Certified Public Accountants (MICPA), the American Institute of Certified Public Accountants (AICPA) and is a member of the MICPA Financial Literacy Task Force.

Tags: Documentation, Event, EHTC, Financial