BREW: Guidance on Proper Handling of Inherited Money

12jun12:00 pm12:15 pmBREW: Guidance on Proper Handling of Inherited MoneyDoug Twiddy, Director of Annuities and Ken Boothe, Director of Advanced Consulting Group, Nationwide

Event Details

More and more clients are inheriting funds as their parents or siblings pass.  The rules of managing these funds change based on several factors, but we must learn how to handle this money properly.  Ken Boothe, JD, CLU, ChFC, will join us as the Director of the Advanced Consulting Group with Nationwide Life Insurance company to help explain the rules around inherited money.

Virtual Event Details

Event has already taken place!

Time

June 12, 2024 12:00 pm - 12:15 pm

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