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Beneficiary Planning: Don't Leave Your Legacy to Chance!

tutoring & advice


 with Marty Telles






short description:
Most people assume that their Will or Trust will ensure their assets are efficiently tranferred to their intended heirs. Yet the less known truth is that the "Beneficiary Designation" form actually controls the destiny of retirement plan assets.
 
long description:
This Knowledge Asset will cover the following:

-- The benefits of beneficiary planning - Why you should designate a beneficiary for each retirement account, focusing on the benefits for both the account owner and beneficiaries.
-- The Basics - What you and your beneficiaries MUST know.
-- What needs to be done NOW - what should be done to properly plan your benefiary designations.
 
level of difficulty:
all welcome
 
minimum class size:
3
 
availability:
Generally available and flexible but require to set a specific time for the program.
 
fee comments:
Fee due upon booking. Non-participation will not result in a refund.

Will negotiate a group rate if more than 5 individuals want to attend, i.e., for a club, association or non-profit organization.
 
 session structure




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Beneficiary Planning: Don't Leave Your Legacy to Chance!

live session

Most people assume that their Will or Trust will ensure their assets are efficiently tranferred to their intended heirs. Yet the less known truth is that the "Beneficiary Designation" form actually controls the destiny of retirement plan assets.


1h 0m





discussion forums: 1
 










languages: English
fee: 25US$  (250lp)
payment: at booking
delivery method: live online

Quick Help




United States


Marty Telles



description of :
I am a disciplined instrutor that is always prepared. I present information and facts in practical terms and use examples to support the information wherever possible.
 
Teacher's qualifications:
? I have held various levels of management and sales management positions throughout my career, most of which either required training and coaching or I made training a coach a priority.
? I have developed, executed and did the actual instruction for multifaceted sales training programs, financial advisor training programs and junior management training programs.
? For over 9 years I managed a department that created value-added educational material for financial advisors that supported sales and financial planning efforts.

 
's preferred teaching style:
? My teaching style 1) provides instruction on the basics of the subject so that the student can obtain a solid foundation and then 2) supports it with practical examples that the student can identify with for reinforcement.
? If possible, I also apply coaching to the education process so that the student can learn by doing.

 



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