Beneficiary Designations in Retirement Accounts: Protecting a Lifetime of Savings Out of Stock
Convenient, timely, reliable, and affordable...
Quantity
This program is presented by Web Credenza, an online CLE provider, in partnership with CBA-CLE.
This topic may have been previously offered in 2021 (or earlier).
- How beneficiary designations vary depending on the type of custodial account involved
- Differences among retirement accounts, bank accounts, brokerage accounts, life insurance policies
- How designations differ depending on the type of beneficiary – individual, institutional, trust, etc.
- “Payable on Death” agreements for bank accounts
- Practical guidance on how designations are made & common drafting traps
Faculty: Jeremiah W. Doyle, IV, BNY Mellon Wealth Management, Boston, MA
CBA-CLE will email webcast access information to registrants 24-48 hours before the program. Course materials are provided in PDF format to all audio webcast participants.
Home studies will be available approximately 2-3 weeks following the live program.
If disability accommodations or special assistance are needed, please contact us at [email protected]. Requests must be made at least two weeks prior to the scheduled program.
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
Each program will run from 11:00 a.m. to 12:00 p.m. M.T. (60 minutes each).
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $89.00 USD
- Member Price $59.00 USD
- General Credits 1.00
- Ethics Credits 0.00
- EDI Credits