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
Senior of Counsel dvlasek@mcdonaldhopkins.com |
|
Katherine Wensink
Member kwensink@mcdonaldhopkins.com |
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Join us in Cleveland or via live webcast on September 19 for an insightful conversation with Dr. Alex Johnson, President of Cuyahoga Community College in the third installment of our Leaders in Education Lunch Series.
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Cybersecurity: Technology, Risk and the Law
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Clinical Laboratories and Payer Scrutiny: Increased Audits, Recoupment Actions, Litigation
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Anatomy of a Private Equity Transaction and Current M&A Trends
Tuesday, October 15, 2019
Isabelle Bibet-Kalinyak will be speaking at the Medical Group Management Association's (MGMA) Annual Conference on "Anatomy of a Private Equity Transaction and Current M&A Trends" in New Orleans on October 15, 2019.
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The Changing Role of Medical Records: Risk Management, Compliance and HIPAA
Tuesday, October 15, 2019
Isabelle Bibet-Kalinyak will be discussing "The Changing Role of Medical Records: Risk Management, Compliance and HIPAA" at the Medical Group Management Association's (MGMA) Annual Conference in New Orleans on October 15, 2019
