Reviewing Your Beneficiaries (Alpharetta)

Delta Community Retirement & Investment Services* invites you to attend our upcoming workshop, Reviewing Your Beneficiaries.  


A variety of topics will be discussed, including:

  • How to ensure your ex-spouse doesn't receive an unintended inheritance
  • Understanding how your assets will pass on to the next generation
  • Identifying important life events that trigger a beneficiary review
  • Steps you can take now to ensure your wishes are honored later

We'll cover important things you should consider when reviewing beneficiaries on your accounts and how to avoid mistakes you can't undo.

Space is limited, so register today.

Event location

Alpharetta Branch
11575 Haynes Bridge Road
AlpharettaGA 30009

Event date: 3/22/2018 12:00 PM