Upcoming Chapter Meeting: AAII Milwaukee

Posted on May 8, 2014 | Local Chapters


Date: Thursday, May 15, 2014
Topic: Top Ten Mistakes Made in Beneficiary Designations
Speakers: Dera L. Johnsen-Tracy & John Horn, Attorneys, Horn & Johnsen SC

Our speakers, Dera Johnsen-Tracy and John Horn, will show you how to make sure your beneficiary designations and ownership arrangements are up to date on retirement plans, annuities, life insurance policies, investment accounts, bank accounts and even real estate to ensure they are consistent with your estate planning goals.

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