03 Feb
Lunch & Learn - Zoom - February


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.

Looking forward to having you join us on Zoom!

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




Event Registration