RRA Educational Resources/Webinar/Finding Bigfoot – How to Remove the Mystery for Your Beneficiaries

Finding Bigfoot – How to Remove the Mystery for Your Beneficiaries

Based on current statistics $8.69 billion in life insurance benefits will go unclaimed because beneficiaries won’t know where to go to claim the benefits. Will your loved ones be part of those who BELIEVE there is something there, but never find it? In this webinar we will cover not only why it is important you maintain good records on what life insurance you have, but what other things you can do today to help those you care about pick up where you left off if you become deceased or incapacitated. The webinar will conclude by sharing an innovative storage solution you can use to keep track of the important information you, your beneficiaries, and your advisors will need today, tomorrow and for generations to come.

Dave Hall, CPA

RRA, Founder

E-mail: dave@retirementriskadvisors.com

Free
​CPE Credits:
1.0 hour
Subject Area: 1.0 - Specialized Knowledge 
Instructional Method: Group internet based 

Course Description: 
Based on current statistics $8.69 billion in life insurance benefits will go unclaimed because beneficiaries won’t know where to go to claim the benefits. Will your loved ones be part of those who BELIEVE there is something there, but never find it? In this webinar we will cover not only why it is important you maintain good records on what life insurance you have, but what other things you can do today to help those you care about pick up where you left off if you become deceased or incapacitated. The webinar will conclude by sharing an innovative storage solution you can use to keep track of the important information you, your beneficiaries, and your advisors will need today, tomorrow and for generations to come.

Learning Objectives:
- Know things you can do today to help your beneficiaries if you die or become incapacitated
- Understand the benefits of a living will
- Identify what information you should always have readily available
- Learn about an innovative solution to allow information to be transferred to those you love

AVAILABLE DATES BELOW

  • DATE: July 18, 2024, 9:00 am - 10:00 am CT
  • DATE: September 19, 2024, 3:00 pm - 4:00 pm CT
  • DATE: November 18, 2024, 10:00 am - 11:00 am CT

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Wednesday, April 24, 2024

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Wednesday, April 24, 2024

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Wednesday, April 24, 2024

Getting Safely Through Retirement – Master Class Pt. 2

Wednesday, April 24, 2024

Getting Safely Through Retirement – Master Class PT. 1

Wednesday, April 24, 2024

Getting Safely Through Retirement: Social Security

Wednesday, April 24, 2024

Demystifying the Financial Industry: A History and Roadmap

Monday, April 15, 2024

The Top 15 Reasons Why People Run Out of Money in Retirement

Friday, April 12, 2024

Match Your Money With Your Profile for Optimal Retirement Success

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