SIMPLE WAYS TO PROTECT YOUR BENEFICIARY TODAY WITH CHARLENE REARDON

SIMPLE WAYS TO PROTECT YOUR BENEFICIARY TODAY WITH CHARLENE REARDON

The Telemus Roundtable

08/10/2020 8:39PM

Episode Synopsis "SIMPLE WAYS TO PROTECT YOUR BENEFICIARY TODAY WITH CHARLENE REARDON"

Today Charlene will discuss a few simple ways to protect your beneficiaries today, for a simplified tomorrow. These include reviewing your IRA beneficiaries and thinking through your account titling options and potentially adding a TOD designation to your accounts.   To view the full text visit www.telemus.com To view important disclosures please visit https://telemus.com/disclosures/

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