Beneficiary Designations: Who gets the money? Image

Beneficiary Designations: Who gets the money?

Thursday, June 1, 2017 | 12:00 PM – 1:00 PM ET

EVENT OVERVIEW

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

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.

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