Imagine this scenario: Your customer dies and within a couple of weeks, three of the four beneficiaries come into the bank. One wants the money, one wants to move the money, and the other wants to leave it with your bank and take out as little as possible. None of them know where the fourth beneficiary is. What do you do now?

Live attendance is a must to get the most out of this engaging training opportunity. Breakout rooms will not be recorded. Space is limited to 30 participants for a high-value learning experience, so register today!

After a condensed information class, we will break into peer groups to work the sample problems. The instructor will drop into the groups to answer questions and hear comments. There will be a wrap-up session at the end to summarize the major issues and how they were handled. You will feel much more confident after attending this interactive workshop.

Remember, we are giving information - not advice.What You'll Learn:

• Owner and beneficiary details: Date of birth and date of death
  
• What class of beneficiary: Eligible? Non-Eligible? Qualified or Non-Qualified Trust? Estate?
  
• What options are available: Life Expectancy Payout? 10-year Payout?
  
• What is different about the spouse options?
  
• What options does the Successor Beneficiary have?
  
• How are distributions reported and in whose name?
  
• What are the differences between the Roth and Traditional Payout Options to beneficiaries?