Denise Appleby- Author, Speaker on IRAs & Employer Retirement Plans; Consultant, and Trainer of Choice for Financial and Tax Professionals
Presenter: Denise Appleby
Description: An explanation of the rules and regulations that govern beneficiary designations, costly mistakes that are often made, and how to help clients avoid making such mistakes. Case studies will be included.
Target Audience: Operations staff at Credit Unions, Banks, Brokerage Firms and other financial institutions | Financial Advisors | Tax professionals
Q & A Session
Please Note: We will send you the information to dial into the webinar at least 48 hours prior to the scheduled start time.
Free Technical Consultation: Attendees get two (2)free email technical consultation on the topic covered. To be used within 30-days after attending the webinar.
Cancellation and Refund Policy
Cancellation requests should be sent to Customerservice@applebyconsultinginc.com . Cancellations cannot be done by telephone.
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