Being named a beneficiary can bring both responsibility and uncertainty. Many people aren’t sure what steps to take, what decisions they may need to make, or how inherited assets are handled after the loss of a loved one.

This educational workshop is designed to help you better understand the role of a beneficiary and what to expect when receiving assets such as life insurance proceeds, retirement accounts, annuities, or estate distributions. You’ll learn how these assets are typically transferred, what options may be available to you, and how to approach important decisions with clarity and confidence.

During this session, we will discuss:

• What it means to be named a primary or contingent beneficiary

• How life insurance, annuities, and retirement accounts are distributed

• What beneficiaries are not responsible for

• Common tax considerations associated with inherited assets

• The typical steps to take after an account owner passes away

• Practical ways beneficiaries often choose to use inherited proceeds

Our goal is to simplify a topic that can often feel overwhelming and provide guidance that helps individuals and families make thoughtful decisions during a difficult time.

Whether you have recently been named a beneficiary, expect to inherit assets in the future, or simply want to better understand how the process works, this session will help you gain valuable knowledge and peace of mind.