"Managing Beneficiary Designations, the Do's & Don'ts" 
Dan and Russ will cover:

• How differerent accounts apply designations
• Problem designations
• The do's & don'ts for managing designations

and much more!  Looking forward to seeing you for lunch!

The RSVP process is required to maintain compliance guidelines, both online and in-person. For in-person, we are limited in space. If you are attending in-person, please be aware this is a group gathering and we will be complying with the local health mandate limitations. For those uncomfortable attending in-person, please join us via our Facebook Live presentation.