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: Monday, December 18th, 2023 5:00 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


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.”

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Dec 18 2023


5:00 pm - 6:00 pm

More Info

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