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
Fifth Third Center
600 Superior Avenue East, Suite 2100
Cleveland, Ohio 44114