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Naming your beneficiaries: Why it matters

November 5 @ 12:00 pm 12:30 pm

Naming beneficiaries to your financial accounts is probably something you’ve received a lot of reminders about, but maybe you haven’t known 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