Free Event with Refreshments
Seating is Limited
Beneficiary Blunders
When was the last time you updated your beneficiary information?  When does a beneficiary designation override the designated beneficiary in a Will or Trust?  Uncle Sam is NOT a relative – do you really want a large portion of your retirement accounts go to go him anyway?  What does ‘per stirpes’ mean and what difference would it make to your beneficiaries?  Join us as we answer these and more questions as we go through a beneficiary audit and discuss key information to help you avoid dangerous designations!