Description
Join us for an engaging and eye-opening webinar on why beneficiary planning is essential for everyone—no matter your age or stage of life. Discover how wills, trusts, HIPAA authorizations, powers of attorney, and medical directives can protect you and your loved ones from unexpected challenges.
Why Attend?
• Real-Life Cautionary Tales: Hear true stories of families who faced costly legal battles, frozen assets, and heartbreaking outcomes—all because of missing or outdated estate plans, forgotten beneficiaries, or unclear medical directives.
• Protect What Matters Most: Learn how simple steps like updating your will, naming the right beneficiaries, and having medical directives in place can prevent confusion, family disputes, and court intervention.
• Empower Your Loved Ones: Understand the critical roles of HIPAA forms, powers of attorney, and advance medical directives—so your wishes are honored and trusted people can act for you in a crisis.
• Avoid Common Mistakes: Discover the pitfalls of “DIY” planning, outdated documents, and failing to coordinate your beneficiary designations with your overall plan—and how to avoid them.
This webinar is for everyone—young professionals, parents, retirees, and anyone who wants peace of mind. Don’t leave your future to chance. Reserve your spot today and take control of your legacy!
Date and Time
Thu, Aug 28, 2025
12:00p - 1:00p EST
Location
Webinar
Note
Tim 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, pursue, and enjoy a successful financial life. Most recently Tim was a financial consultant with Transamerica where he offered personalized financial education and advice to a national healthcare organization with around 3000 participants in the Chicagoland area. 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®), a Chartered Retirement Plans Specialist (CRPS®), and a Nonqualified Plan Consultant (NQPC™). He holds FINRA Series 7 registration with LPL Financial and series 66 registration with Retirement & Benefit Partners and LPL Financial.