Presenters:

Moderator: Ann Plank, Manager of Customer Operations
Franklin Templeton Investments

Meghan McGuire, RP Compliance Associate
OppenheimerFunds Services

Thomas Rowley, Executive Director, Retirement Strategies
Invesco

overview:

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.