Description
Join Tim Vieth from RBP for a live webinar on Friday July 19 at Noon EST.
- Learn the importance of proper beneficiary designations on your accounts.
- Listen to stories where beneficiary designation outcomes differed from final wishes.
- Understand what steps need to be taken to ensure your wishes are met.
Date and Time
Fri, Jul 19, 2024
12:00p - 1:00p EST
Location
Webinar
Note
Tim Vieth is a Retirement Plan Consultant with our Wealth Management Division, where his primary responsibility is to provide financial education to plan participants. He also offers individualized investment services. He is passionate about helping participants plan, achieve, and enjoy a successful financial life. Licensed since 2014, Tim can share his experiences to help you navigate your financial journey to and through retirement. Tim is a Certified Plan Fiduciary Advisor (CPFA®), Chartered Retirement Plans Specialist (CRPS®) and is a candidate for the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He holds FINRA Series 7 registration with LPL Financial and series 66 registration with Retirement & Benefit Partners and LPL Financial. Tim lives in the Chicago suburbs with his wife and three children. Tim and his wife Denise support their teens’ passions for basketball, cheer and gymnastics. During their free time they enjoy cooking, gardening, and competing in 5k’s and triathlons.