Beneficiary Designations in Retirement Accounts: Protecting a Lifetime of Savings Out of Stock
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April 2019
Thursday, April 18, 2019
Beneficiary Designations in Retirement Accounts: Protecting a Lifetime of Savings
Topics to be covered:
- 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
- Extending benefits for maximum period possible
Faculty: Blanche Lark Christerson, Deutsche Bank Wealth Management, New York, NY
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
- EDI Credits