Description:
TIAA will help you make an informed decision based on legal issues, financial goals and personal wishes.
Naming beneficiaries to your financial accounts is probably something you’ve received a lot of reminders about, but maybe you haven’t known why taking care of it is important.
In this webinar, learn:
- How to define what a beneficiary is
- Why naming beneficiaries is necessary
- How to identify your beneficiaries
- Why regularly reviewing your beneficiary designation is important