Beneficiaries, retirement, life insurance, living will, inheritors, retirement planning, financial planning, CPA, accountant, Dave Hall, Retirement Risk Advisors

Finding Bigfoot – How to Remove the Mystery for Your Beneficiaries

Available Date: Thursday, April 18th, 2024 3:00 PM CST 

Cost: Free
CPE Credits: 1.0 Credits
Subject Area: Specialized Knowledge
CE Credits: 0.0 hours
Course Level: Basic
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None

Course Description

Based on current statistics $8.69 billion in life insurance benefits will go unclaimed because beneficiaries won’t know where to go to claim the benefits.  Will your loved ones be part of those who BELIEVE there is something there, but never find it?  In this webinar we will cover not only why it is important you maintain good records on what life insurance you have, but what other things you can do today to help those you care about pick up where you left off if you become deceased or incapacitated.  The webinar will conclude by sharing an innovative storage solution you can use to keep track of the important information you, your beneficiaries, and your advisors will need today, tomorrow and for generations to come.

Learning Objectives:

  • Know things you can do today to help your beneficiaries if you die or become incapacitated
  • Understand the benefits of a living will
  • Identify what information you should always have readily available
  • Learn about an innovative solution to allow information to be transferred to those you love

Testimonials

Joan Rehl (self employed)

“Great presentation with a lot of useful information regarding beneficiaries, wills, end of life planning, and how to organize this information.”

Charles DeMore (Charles DeMore, CPA)

“Great info and a practical solution for tracking all the paperwork for someone’s personal estate/life!”

Michael Tavarone (Michael Tavarone. CPA)

“Great information on a very important topic. Thank you!”

Maricolleen Wittenborn (Maricolleen Wittenborn, CPA)

“Excellent information that everyone should have!”

Mai, CA

“I always enjoyed Mr. Hall’s webinar. Thank you very much for sharing your expertise and wisdom.”

Scott, LA

“Very engaging presenter. A topic we all should deal with sooner than later.”

 

For more information regarding refund, concerns and program cancellation policies, please contact our offices at 855-491-0400.Presented by Retirement Risk Advisors

Retirement Risk Advisors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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Date

Apr 18 2024

Time

3:00 pm - 4:00 pm

More Info

Enroll now
Category
Dave Hall

Organizer

Dave Hall
Email
dave@retirementriskadvisors.com
Enroll now

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