"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