This might be one of the most important episodes of ThimbleberryU. Amy Walls with her vast experience will discuss how to conduct a beneficiary review focusing on  the importance of designating beneficiaries for your accounts to ensure the smooth transfer of assets upon the account holder's death. She’ll have a step-by-step guide as well as the best practices for maintaining beneficiary designations, such as keeping records in a secure location, informing loved ones about the designations, and reviewing beneficiaries.  

For more information you can reach Amy and her staff at 503-610-6510 or email Thimbleberry Financial at https://thimbleberryfinancial.com/

To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.