Financial Wellness – Beneficiary Designations Per Capita VS Per Stirpes

Welcome to Focused Wealth Management’s Financial Wellness Series. Charles Yarnold, AIF®, Managing Director of Retirement Plan Services, and Ryan Swanson, AIF®, Vice President of Retirement Plan Services discuss Beneficiary Designations Per Capita VS Per Stirpes.

If you have any questions regarding Money Market Funds Within Retirement email rswanson@focusedwealthmgmt.com

As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-2193.