"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."
Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012
TextIt is currently estimated that there are over Five Trillion Dollars currently invested in Individual Retirement Accounts (IRAs) and that these assets comprise approximately 10% of all household financial assets. IRAs, and a staggering amount of tax-deferred employee benefit accounts (which are eligible at some point be rolled into the IRAs) now constitute a meaningful part of estate planning and post mortem planning discussions. Both IRA assets and plan assets are supposed to pass by way of beneficiary designation . . .and yet there is an ever-increasing number of situations in which the beneficiary designation does not appear to name the intended beneficiary, has some execution flaw, or has completely gone missing.
