Family Inventory Workbook: Great for Sharing Key Information
Family Inventory Workbook: Great for sharing key information
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The Family Inventory Workbook is designed to help your family assemble the information you may need in case of an emergency. Read more about how to use this tool and to download the workbook using the link above |
Keep your security top of mind
The Family Inventory Workbook is yours to keep. Be sure to store it in a secure location to protect your information. Inform key family members how they can access the workbook in case of an emergency.
If you wish to discuss your workbook with me for planning purposes, please bring a physical copy with you to our next scheduled meeting. Avoid sending by mail or email to help protect your confidential information.
Susan H. Stewart, CPM, JD,
Senior Vice President – Financial Advisor
Senior Portfolio Manager – Portfolio Focus
NMLS #830330 through City National Bank
Individual CA License # 0M18772
RBC Wealth Management, a division of RBC Capital Markets, LLC | Firm CA License # 0C38863
Ph: (302) 493-9161 | e-mail: susan.h.stewart@rbc.com
The Stewart Group - RBC Wealth Management - Home
RBC Wealth Management, a division of RBC Capital Markets, LLC | Firm CA License #0C38863
Ph: (301) 907-2705 | e-mail: taylor.stewart@rbc.com
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