Cona Elder Law

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WEBINAR: Importance of Beneficiary Designations

February 24 @ 8:30 am - 9:30 am

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

Details

Date:
February 24
Time:
8:30 am - 9:30 am
Event Category:
Website:
https://us02web.zoom.us/meeting/register/tZcqfuGsrDwiEtIQ5Z29Wl5NJX8R4W-IR3Jj