Beneficiary Designations (Joint Mtg with FEPCMD)
Presenter: Paul S. Viren, CLU, ChFC, AEP
• Learn the importance of having correct beneficiary designations on non-probate assets.
• Review case studies where the beneficiaries were impacted by inaccurate planning.
• Affirm the need for collaboration among all advisors to work together on the importance of beneficiary designation planning.
Paul Viren, owner and president of Viren and Associates, Inc. an independent financial planning firm based in Spokane, Washington has been providing a broad range of financial services to his clients since 1994.
Paul is a graduate of Whitworth University, Spokane, Washington and has received his credentials from the American College as a Chartered Life Underwriter and Chartered Financial Consultant. He is an LPL Investment Advisory Representative along with securities registrations 7 and 24 held at LPL Financial and 66 held through LPL Financial and Viren and Associates Inc., as well as life and health insurance.
5:30 pm - Cocktails
6:30 pm - Dinner & Presentation
$70 per person through Nov 8
$85 per person -- after Nov 8th
Use link below to register directly with FEPCMD for this program.