Let’s Talk Series: The Beauty of Beneficiary Designations

Attorney, Debra Anthony and financial advisor, Laura Pesek will explain how beneficiary designations help us give assets to those we want without the probate court process.  We can name individuals, charities, or a trust as beneficiaries.  Most parents want to understand how “per stirpes” works. 

Debra Anthony, Attorney at Law: For more than 20 years Debra has been helping people get their affairs in order.  She started her career working for a federal court, state supreme court, and a branch of the United States Supreme Court in Washington, D.C

Laura Pesek, Financial Advisor: Laura holds the designations CFP®, CLU, ChFC. She is President of LP Financial Associates As a financial advisor, she helps families protect and accumulate wealth by designing personalized strategies.

~Members Only Event~