Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

UnavailableAvoiding Beneficiary Blunders - Aug. 10, 2015
Currently unavailable

Avoiding Beneficiary Blunders - Aug. 10, 2015

FromFor Your Benefit


Currently unavailable

Avoiding Beneficiary Blunders - Aug. 10, 2015

FromFor Your Benefit

ratings:
Length:
56 minutes
Released:
Aug 10, 2015
Format:
Podcast episode

Description

Do you remember filling out some beneficiary forms when you joined the workforce? Somewhere in that paper pile there were a few beneficiary designation forms. Every retirement plan and life insurance policy requires one. Join our host Bob Leins as he talks with Megan Schaeffer, Esquire, who specializes in estate planning, and Karen Schaeffer, Certified Financial Planner, who specializes in financial planning for Federal government employees as they talk about the power of those forms and the blunders you will want to avoid.
Released:
Aug 10, 2015
Format:
Podcast episode

Titles in the series (28)

Host Bob Leins and presenters from NITP, Inc., the national leader in Federal retirement planning seminars, present topics of interest to the Federal community including Federal benefits, Social Security, financial planning, TSP and estate planning.