Calendar

Reviewing Your Beneficiaries (Alpharetta)

This workshop covers important things you should consider when reviewing beneficiaries on your accounts and how to avoid mistakes you can't undo. 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

Check back soon to register!

Event location
Alpharetta Branch
11575 Haynes Bridge Road
Alpharetta, GA 30009

Event date: 9/19/2019 12:00 PM