Everything covered in the secretary/treasurer presentation — and more — is available in the Essential Financial Documents Workbook: A Record Keeping Guide for First Responder Organizations, created by Anew Advisors specifically for unions and associations like yours.
It includes:
✅ Detailed descriptions of every essential document
✅ Step-by-step guidance on where to get each one
✅ Ready-to-use templates: Document Checklist, Authorized Signers Tracker, Account Information Log & Partner Management sheet
✅ A state-by-state resource guide for Articles of Incorporation
It's yours — completely free.
Fill out the form and make sure to state "Send me a copy of the Essentials Guide" in the message area.
Our comprehensive strategies are designed for first responders, by first responders. Collaborating with our team, we’ll create a plan to fully optimize your financial health and wealth.