Rollover and Play Dead. Does Your Estate Plan Really Work?
Presented by Meld University
Speaker: Lynn Campisi, J.D., LL.M.
When: Tuesday, April 20th, 3:00 to 4:00 PM CDT
Where: Online Webinar
Cost: $0
The event has concluded. However, you can complete the form below to receive a link to the recording. Upon signup, you will receive a confirmation email to the address you provide.
Everyone needs a will, but according to the AARP more than 60% of Americans do not have one. As people age, having proper estate planning documents is even more important. Learn how your assets should be titled, the best way to complete your beneficiary designation forms, how to avoid costly and common mistakes, and much more during this workshop led by a Certified Elder Law Attorney.
This event will be an online webinar.
There is no cost to attend, but attendance requires registration in advance.
The Social Security defines Full Retirement Age (FRA) as the age at which you are entitled to receive your full Social Security benefits known as Primary Insurance Amount (PIA).
If you were born before January 2, 1954 you may be able to have your cake and eat it too regarding Social Security. In this article, we explore this special strategy.
Why Meld Financial?
Meld Financial, Inc. is an independent wealth management firm located in Birmingham, AL.
We specialize in financial planning, investment management, employee benefits and executive benefits for individuals, families, trusts, foundations and institutions.
We provide independent and objective services melded with customer-driven financial goals.
“We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”
