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SHREDATHON - Brought to you by Connect Tax and Wealth Management
September 27th
10:00 AM - 2:00 PM or until truck is full
This event is free.
Location: Prescott Valley Chamber
7120 Pav Way, Prescott Valley
What to bring?
You can bring two medium-sized boxes full
of documents to be shredded or two medium-sized trash cans.
Tips for Shredding
- Credit Card Offers & Junk Mail: Shred immediately.
- Tax Returns: Keep for seven years.
- Old Credit Cards: Shred expired or canceled cards.
- Pay Stubs: Keep until you receive your annual W-2 form.
- Expired IDs and Passports: Shred to prevent misuse.
- Old Bank Statements: Shred statements older than one year.
- Medical Records & Statements: Shred once you no longer need them, typically after seven years.
- Medical Bills: Keep for one year unless they are used for insurance claims or tax purposes.
- Bank Statements: Keep for one year unless needed for tax purposes.
- Utility Bills: Keep for one year unless used for tax purposes.
- Receipts for Major Purchases: Keep for the life of the item for warranty purposes.
- Investment Records: Keep until you sell the investment, plus seven years for tax purposes.
- Home Purchase, Sale, or Improvement Documents: Keep indefinitely or until you sell the home plus seven years.
Disclosure:
Securities and Advisory Services offered through Centaurus Financial, Inc. Member FINRA and SIPC. A Registered Investment Advisor. Connect Tax and Wealth Management and Centaurus Financial Inc. are not affiliated. Investment products
and services available only to residents of: AZ, CA, CO, ID, IL, MT, OH, TX, VA and WA.png)
Date and Time
Friday Sep 27, 2024
10:00 AM - 2:00 PM MSTFriday, September 27
10:00AM - 2:00PM or until the truck is full
Location
7120 Pav Way - Parking Lot - The Kooiman Business Center
Fees/Admission
FREE
Contact Information
Rachelle Skvarek
Send Email
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