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Naming Your Beneficiaries: Why it Matters

Thursday, May 29, 2025
12:00pm to 1:00pm
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Online Event

Naming beneficiaries to your financial accounts is probably something you've received a lot of reminder about, but maybe you haven't know why taking care of it is important.

In this webinar, learn:

  • How to define what a beneficiary is
  • Why naming beneficiaries is necessary
  • How to identify your beneficiaries
  • Why regularly reviewing your beneficiary designation is important