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Bridges Academy: Who will be the Largest Heir of your Retirement Plan?

Bridges Academy: Who will be the Largest Heir of your Retirement Plan?

This event occurred in the past

Date and Time

  • Wednesday, April 20, 2016 from 10:00 a.m. to 11:30 a.m.

Location

Degheri Alumni Center, 120

5998 Alcala Park San Diego, CA 92110

Cost

0

Details

Will it be those you love and care about? Or will it be the IRS, due to poor planning? If you have a 403B, IRA or 401K plan and want to protect it for your loved ones, this lecture will help you identify opportunities while avoiding the pitfalls and common beneficiary and tax planning mistakes that people make. Join Jeanne Bradford-Odorico to explore different beneficiary options and strategies as well as tax planning techniques that can help you design a better outcome for your heirs.

For ages 55 and up.

Registration is required for this free event. Please visit sandiego.edu/bridges or call (619) 260-4815.

Contact Information

Giving
Degheri Alumni Center 228
5998 Alcalá Park
San Diego, CA 92110

Phone: (619) 260-4724
Fax: (619) 260-4790
annualgiving@sandiego.edu

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