Reviewing Your Beneficiaries (PTC Wisdom Rd.)

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
Peachtree City (Wisdom Road) Branch
315 Highway 74, North
Peachtree City, GA 30269

Event date: 9/12/2019 6:00 PM