Name
Avoid the Top Ten Mistakes Made with Beneficiary Designations
Date & Time
Wednesday, August 1, 2018, 1:15 PM - 2:15 PM
Speakers
Description
Learn how to make sure beneficiary designations and ownership arrangements are up-to-date on retirement plans, annuities, life insurance policies, investment accounts, bank accounts and even real estate to ensure they are consistent with your clients’ estate planning goals.
Sessions
John Horn and Dera L. Johnsen-Tracy
Session Type
Breakout Session
Course Focus
Trusts & Estates
Credit Type
General
Eligible CLE Credits
1.00
CLE Eligibility
Eligible for CLE credit