Simple Ways To Protect Your Beneficiary Today With Charlene Reardon
Today Charlene will discuss a few simple ways to protect your beneficiaries today, for a simplified tomorrow. These include reviewing your IRA beneficiaries and thinking through your account titling options and potentially adding a TOD designation to your accounts.
Charlene joined the Telemus Team when Telemus acquired Beacon Asset Management in 2006. As a Senior Financial Life Advisor, Charlene works collaboratively with her clientele to create a risk-appropriate investment strategy and financial plan to support their current needs and future investment goals.