03
Feb
Lunch & Learn - Zoom - February
Description
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.
If you have family and friends that could find this topic helpful, be helpful and invite them to be your guest.
The RSVP process is required to maintain compliance guidelines, so if you plan on attending, please RSVP.
Date and Time
Fri, Feb 03, 2023
12:00p - 1:00p MST