FORM Wealth Annual Shred Event

You're Invited! FREE Shred Event
April 26, 2025, from 9:00 AM - 12:00 PM

FORM Wealth Parking Lot | 431 Geneva National Ave S, Lake Geneva, WI 53`147

Clean out those file cabinets and join us as The Iron Mountain shredding trucks will be parked outside our Lake Geneva office and ready to shred your unwanted papers for free onsite! That’s right, this year there will be TWO TRUCKS on site to expedite the process!

You’ll empty your documents into the truck and watch them being shredded right before your eyes! Here’s a checklist of what to keep and what you should safely discard:

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 papersKeep 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!

Host or Publisher FORM Wealth Advisors