Event Details

Thank you for your interest in our upcoming workshop, Reviewing Your Beneficiaries.

This special event 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
  • Steps you can take now to ensure your wishes are honored later


Space is limited, so register now.


Light refreshments will be served. Spouses are encouraged to attend.

 


(Please note - if a session is full, you will not be able to select that session.)

 

 

* Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Delta Community Credit Union deposits and are not NCUA insured. These products are not obligations of Delta Community Credit Union and are not endorsed, recommended or guaranteed by Delta Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

* Required

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No seats available for additional attendees.




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