Don't Leave Things to Chance, Designate Beneficiaries
- Where do you make beneficiary and heirloom designations?
- What legal concerns are there if you fail to designate?
- Family continuity and how to avoid inflicting emotional distress.
Join us for lunch and a great presentation!
The RSVP process is required to maintain compliance guidelines, so if you plan on attending, please RSVP.
Date and Time
Fri, Feb 03, 2023
11:45a - 1:00p MST