MH Events

Beneficiary Designations: Who gets the money?

Business Hour
Thursday, June 1, 2017
Noon to 1:00 p.m. ET


What happens when a beneficiary isn’t named or isn’t up-to-date? Topics we will cover include retirement plans, federal and state rules, real life and death examples, and more.

There is no fee to attend this program.

Topics

  • Retirement plans | IRAs | Employer sponsored group life insurance
  • Unexpected complications
  • Federal and state rules
  • Marriage and divorce rules
  • Real life and death examples
  • How to avoid beneficiary designation issues

Location

Fifth Third Center
600 Superior Avenue East, Suite 2100

Cleveland, Ohio 44114

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