When:
03/26/19 @ 10:00 am – 11:30 am
2019-03-26T10:00:00-04:00
2019-03-26T11:30:00-04:00
Where:
One Senior Place
8085 Spyglass Hill Rd
Viera, FL 32940
USA
Cost:
Free
Contact:
321-751-6771

3 26 19 Seminar

Often, when you open a financial account or purchase an insurance policy, you name beneficiaries. The beneficiary is the person or entity that gets the money in the financial account or from the insurance policy when you pass away. However, changes in your life or estate plan may require that you revisit your beneficiary designations. This seminar will explore the role of these designations, what can go wrong, and how you may improve their effectiveness, especially if you have a Living Trust.  Presented by Robin Petersen, Estate Planning & Elder Law Center of Brevard.  RSVP:  321-729-0087