52 min listen
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Length:
56 minutes
Released:
Aug 10, 2015
Format:
Podcast episode
Description
Do you remember filling out some beneficiary forms when you joined the workforce? Somewhere in that paper pile there were a few beneficiary designation forms. Every retirement plan and life insurance policy requires one. Join our host Bob Leins as he talks with Megan Schaeffer, Esquire, who specializes in estate planning, and Karen Schaeffer, Certified Financial Planner, who specializes in financial planning for Federal government employees as they talk about the power of those forms and the blunders you will want to avoid.
Released:
Aug 10, 2015
Format:
Podcast episode
Titles in the series (28)
Survivor Benefits: Their Importance and How to Ensure They Are in Place for Your Loved Ones by For Your Benefit