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.
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.
SPEAKERS
|
Dale Vlasek - Moderator
Member dvlasek@mcdonaldhopkins.com |
|
Katherine Wensink
Counsel kwensink@mcdonaldhopkins.com |
|
Gladys Zolna
Tax and Benefits Member gzolna@mcdonaldhopkins.com |
EVENTS
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The Certificate Program for Non-Professional ESOP Fiduciaries
Monday, September 11, 2017
The Ohio Employee Ownership Center is proud to announce that we have partnered with the Beyster Institute to bring their popular and well regarded program for Non-Professional ESOP Fiduciaries to Ohio.
