Reviewing Your Beneficiaries - Judy Paulson, Certified Financial Planner

Do you have a retirement account?  Life insurance policy?  College savings plan?  Each of these financial tools designates a benificiary. When was the last time you reviewed your beneficiaries?  If it's been a while, then it's time to check in again.  Judy Paulson, Certified Financial Planner explains what to do, when to do it, and why this regular review is important.  

When: Thursday July 19th, 2011 – 12:00pm – 1:15pm
Where: WWN weekly lunch meeting at On Rice – Fairhaven
Presenter: Judy Paulson, CFP, Paulson Financial Services

 

Judy Paulson, CFP is passionate about helping you build a sound financial foundation. Securities offered through Financial Network Investment Corporation.  Contact