Are You Maximizing Your Retirement Assets?
Retirement should be a time to relax and enjoy your free time. But before
you head out to play, think about this...
When was the last time you checked your beneficiary designations? If you’re
like most of us, it’s probably been years. Life events could require a change
you may have forgotten about.
Did you know naming someone other than your
spouse as your beneficiary could reduce the value
of your account up to 40%?
Request your FREE brochure, 5 ways to Make the
Most of Your Retirement Assets.
Let our Charitable Estate Planning professionals
help you decide if a gift of your retirement assets
is the right choice for you.
Visit heart.org/RetireHappy or contact us at
1-888-227-5242 to get your complimentary