Documents Clients Need to Keep on File: Untangling the What, Why, and Where of Document Retention

11:40 AM - 12:40 PM
Michael Lecours will present an educational session that will untangle the complicated matter of document retention. The rules surrounding which essential documents need to be retained by clients, for how long, and the best way to store them are vague and varied. A misstep can have a negative financial impact on the client. Michael’s presentation will walk the advisor through important documents and retention policies; how to store important documents, both physically and virtually; and strategies advisors can use to get clients organized and keep them organized.

Learning Objectives:
• Learn how to identify the specific documents clients should retain and for how long
• Find out how to advise on the best way to store specific documents -- whether virtually or physically -- and how to dispose of them effectively
• Understand how to get started developing a document retention strategy for their clients
Watch for all the details coming on NAPFA 2022 Events