WEBINAR: Importance of Beneficiary Designations

Join this panel of estate and financial professionals to learn how your
beneficiary designations connect to your will, trusts, IRA account, TOD accounts and more.
We’ll discuss:
• Importance of naming beneficiaries (primary and contingent)
• Review and update for life events (birth, death, marriage, divorce, etc.)
• Coordinate with your will and trust
• Be aware of tax consequences and planning opportunities