Beneficiary Designations: Who gets the money?
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.
- 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
McDonald Hopkins LLC
Fifth Third Center
600 Superior Avenue East, Suite 2100
Cleveland, Ohio 44114
Complimentary Valet Parking is available on Superior Avenue in front of the Fifth Third Center.
Lunch with Margaret Mitchell - Leaders in Education
Monday, March 2, 2020
Join us in Cleveland or via live webcast for the 5th in our Leaders in Education Lunch Series with special guest Margaret Mitchell, President and CEO of the YWCA of Greater Cleveland