Description:
Ensure your wishes are honored. This TIAA webinar will help you understand the importance of naming your beneficiaries and how it impacts your financial and personal legacy.
While the topic may seem straightforward, this session will explore the legal, financial, and emotional considerations that go into making informed beneficiary decisions.
We’ll help you prepare by discussing how to:
- Define what a beneficiary is
- Understand why naming beneficiaries is essential
- Identify who your beneficiaries should be
- Recognize the importance of regularly reviewing your designations