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