Setting up Your Surviving Spouse for Success (Taught by Robert Jeter, CFP, CRPC)
What happens if you pre-decease your spouse? What kind of financial situation are you leaving behind? We will talk about survivorship considerations for retirees. This includes social security survivorship, pension distribution options, beneficiary IRA’s and more. This class will help you be better prepared should one spouse unexpectedly pre-decease the other early on in your retirement years.
To register, please clink the link below or call our office at 410-677-4848.