Nov
18
Naming Your Beneficiaries. Why it matters (TIAA)
All Day
Online
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