This is a connection group for any women looking for personal and professional development, empowerment, encouragement! The women attending our monthly lunch meetings are like-minded, action-oriented women who are interested in meeting in a drama-free organization where positivity and celebration are key! This is an international organization with over 60 chapters in the U.S. and Canada consisting over 3,700 members, with many on-line and face-to-face connection opportunities!
"Avoid the Top 10 Mistakes Made with Beneficiary Designations" with Attorney Dera Johnsen-Tracy
Learn how to ensure your beneficiary designations and ownership arrangements are up-to-date on retirement plans, annuities, life insurance policies, investment accounts, bank accounts and even real estate to ensure they are consistent with your estate planning goals.
Attendants will understand how beneficiary designations and ownership arrangements correlate with their other estate planning provisions, including those contained within wills and living trusts.
Attendants will also understand pitfalls to avoid, and when it may be inadvisable to name direct beneficiaries.