Educational Webinar Why Beneficiaries Planning Offers You Flexibility and Control of Your Money

LOCKPORT, N.Y. - July 11, 2024 - PRLog -- Understanding beneficiaries in insurance, banks, credit unions, and investments is crucial to ensuring your assets are distributed according to your wishes. Proper beneficiary planning also significantly impacts annuity payment structures, reduces extra estate fees, and minimizes taxes.

What will you learn?

- The definition and importance of beneficiaries in keeping control of your assets.

- How to create a simple but effective estate plan and avoid common planning mistakes.

- Why defining your beneficiaries is so important to you and your heirs.

- And much more!

We invite you to join us to learn more about beneficiaries and take this important step in improving your financial literacy.

Date: July 25, 2024

Time: 10:00 AM to 10:30 AM EST

[Register Here](https://calendly.com/les-robinson/july-25-free-educational-seminar-on-the-beneficiaries-planning )

Location: Remote

Event Details:

In this free online seminar, we will discuss these important topics so you can make wise financial choices for yourself and your family. Register to attend today!