02 Oct
Lunch & Learn In-Person


"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.

Date and Time

Fri, Oct 02, 2020

11:45a - 1:00p MST


The Teton Event Center

3885 Crestwood Lane
Idaho Falls , ID 83404
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Event Registration