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Beneficiary Designations - Getting it Right (Webinar)
Friday, September 11, 2020, 8:30 AM - 12:30 PM CDT
Category: Continuing Education Seminar

Live Online Webinar
4 CE Credits
Fee:  $34.30

Who gets the money? A few small words can have enormous consequences, so it’s critical to be sure that beneficiary designations are done correctly. All too often the beneficiary designation is taken lightly or done with insufficient understanding of the potential problems, particularly in increasingly common situations involving blended families.
In this course attendees will learn how to be sure that the beneficiary designations reflect the owners’ intention and avoid land mines that can result in funds going to the wrong person and adverse tax and probate consequences. The course will cover individual beneficiaries, minor beneficiaries, trust beneficiaries, per stirpes beneficiaries and beneficiaries for business plans. Life insurance, annuities, and retirement plans will be addressed.

*The price displayed on this page includes a 30% discount off retail and is exclusive to Texas PIA members. To find your discount code, go to the home page and click on Member Discount Codes in the Quick Links section on the right-hand side .  Enter the discount code at checkout.  If you are not a Texas PIA member, click here to join today!

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