631.405.4857 
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WEBINAR: Importance of Beneficiary Designations
February 24, 2022 @ 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
