Moderator: Ann Plank, Manager of Customer Operations
Franklin Templeton Investments
Meghan McGuire, RP Compliance Associate
Thomas Rowley, Executive Director, Retirement Strategies
Accruing retirement assets has long been the focus of baby boomers, but with age comes concerns regarding proper distribution to beneficiaries when it comes time. Please join our experts as they explore the complex world of beneficiary designations and operational best practices.