1 episodio

Join Kathleen and Jeff as we discuss the Important Decisions Federal Employees need to make regarding their Benefits / Pension /Social Security / TSP at Retirement.

Kathleen Sanford Kathleen Sanford

    • Economía y empresa

Join Kathleen and Jeff as we discuss the Important Decisions Federal Employees need to make regarding their Benefits / Pension /Social Security / TSP at Retirement.

    Why Everyone Needs an Estate Plan -- Especially Today...

    Why Everyone Needs an Estate Plan -- Especially Today...

    Join Jeff Roediger and Financial Fiduciary Kathleen Sanford for a compelling session on why everyone needs an Estate Plan.  

    When was the last time you updated your Beneficiaries (Pension Survivor/ TSP/401k/403b) ?  

    What about your unused sick leave? 

    Are your Beneficiaries Coordinated with your will?  

    When was the last time you reviewed your will?  

    Do you have a Living Trust?  

    Why is this important?  

    Everyone has an Estate Plan ..... If you do not plan you default to the Government's Plan.  

    Log in for a 30 Day Trial to learn more and get updated -- Legacy Lock Estate Plan Trial

    • 14 min

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