FREE CLINIC: Updating Your Beneficiary Designation Forms - Wednesday November 15, 2017

Last Updated by Jeff Grandy on

FREE CLINIC: Beneficiary Designations

Wednesday November 15, 2017
Session 1 LOVED ONES: 9 a.m. - 10:30 a.m.
Session 2 PHILANTHROPY: 10:30 a.m. - 12 noon                                                                                    Vegas PBS Educational Technology Campus
3050 E. Flamingo Road, Las Vegas NV 89121

Vegas PBS invites you to a complimentary beneficiary designation clinic to review your beneficiary forms to avoid common mistakes that leave loved ones and charity without your intended gift. Both sessions will begin with a brief overview pertaining to beneficiaries. During session 1 our topic will address how to ensure family members are included as your estate beneficiaries. During session 2 our topic will address how to include a non-profit organization as a beneficiary to a gift in your estate. This will be followed by individualized time to meet one on one with attorneys Shannon Evans, Matt Pfau, Rob Bolick, and Financial Advisor: Shawna Waldman. You’ll leave with the updated documents and increased knowledge you need to protect yourself and your family into the future. Remember to bring all of your documents with you so that you can update and complete them with our experts.

Refreshments will be provided.
Contact Lana at 702.799.1010 x5577 or to reserve your seat today!

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Jeff Grandy

Jeff Grandy

Major Gifts Officer
702.799.1010 x5415