Biggest IRA Beneficiary Mistakes

Did you know that a simple beneficiary designation could have a greater impact on your family’s future than your will?

Join us on Monday, September 28, from 2:20–3:20 p.m. in the Mulva Library 101 Presentation Room (First Floor) for an informative workshop exploring common IRA beneficiary mistakes and the simple steps you can take to help protect your loved ones and preserve your legacy.

Bob Ross, Jr., retired Attorney, will share practical insights into beneficiary designations, including common mistakes to avoid and important considerations when reviewing or updating your selections.

Whether you recently reviewed your beneficiary designations or haven’t looked at them in years, this workshop is a great opportunity to make sure your plans reflect your wishes and support the people who matter most to you.

Everyone is welcome!