20 April
Spring 2024 Shred Event


You're Invited! April 20, 2024, from 9:00 AM - 12:00 PM
FORM Wealth Parking Lot | Lake Geneva, WI
Clean out those file cabinets and join us at our next Shred Event on April 20. We’ll gladly do the shredding for you! Our shredding truck will be parked outside and ready to shred your unwanted papers for free!
Here’s a checklist of what to keep and what can be safely discarded:
Keep 1 Year Or Less:
• Credit card statements – 1 month for reconciliation purposes
• Household bills – 1 year, unless used as support for tax deductions
• Bank statements – 1 year
• Pay stubs – save 1 year’s worth to check against W-2 then dispose
• Cancelled personal checks – 1 year unless needed for taxes, warranty, or insurance
Keep 3 Years:
• Expired insurance policies
Keep 7 Years:
• Investment account summaries, particularly if there are gains and losses
• Tax returns and supporting papers
Keep Indefinitely:
• Trusts, deeds, auto titles and wills
• Estate planning
• Medical history details
• Social Security and pension documents
Don’t miss out on this perfect opportunity to have your paper-based documents safely shredded. There’s no better way to make sure that the sensitive information contained in these confidential and important documents is destroyed and can’t be recovered or reconstructed.
Spread the word and let's make sure our community stays safe from identity theft. See you there!

Date and Time

Sat, Apr 20, 2024

9:00a - 12:00p CST


FORM Wealth Advisors

431 Geneva National Ave S
Lake Geneva , WI 53147
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