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FINANCIAL INFORMATION     :: GET ORGANIZED and ANNUAL PLANNER
     

 

Get Organized is your personal information book you must have. Write legibly and update regularly. Place this book in a convenient location and tell your executor, a family member or significant other where to locate it. Get Organized is not a replacement of a will.

You can download the book in two formats:

Word (.doc) click here
Adobe (.pdf) click here

   
Download the exclusive 2008 annual planner To view the 2007 Annual Planner shown below you need to install the small file DNL Reader. Click here to install it.To view the 2007 Annual Planner shown below you need to install the small file DNL Reader. Click here to install it.

1. To view and use the exclusive 2007 Annual Planner you need to install a small file DNL READER. To install it click here. When prompted, click 'Run' and 'Run'. The plug-in viewer will be automatically installed.

2. Then click on the Annual Planner to the left or click here.


 
The USEFE is a California non-profit organization formed in 1996 and it is tax-exempt under the Internal Revenue Code Section 501 ( c )( 3 ).

In the world of digital technology and information superhighway, our mission is to improve financial literacy through rapid access to online financial information.

The USEFE is located in the renowned Hollywood Business Center, Hollywood, California.

 
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Smart Decisions is a compilation of timely articles about business taxes, finances, trends and the like. Smart Decisions is a compilation of timely articles about business taxes, finances, trends and the like.

 

Disclaimer: The USEFE offers general guidance for accessing financial information and managing personal finances and does not recommend specific financial actions. For financial advice tailored to your situation, please contact an expert such as a Certified Public Accountant, a Certified Financial Planner, or other competent financial advisors.

USEFE does not represent or guarantee the truthfulness, accuracy, or reliability of any third party information or data posted and/or transmitted on or from this web site, nor does it endorse any opinions expressed by these third parties. By using this information or data you acknowledge that any reliance on third party information posted on this web site will be at your own risk.


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