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What Matters Most - Navigating Beneficiary Updates with John Hetrick

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Manage episode 382897116 series 2408524
Kandungan disediakan oleh First United Bank & Trust and First United Bank. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh First United Bank & Trust and First United Bank atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Today we talk with John Hetrick, a Wealth Advisor in the First United Wealth Management department, about a topic that is often overlooked but vitally important: Beneficiary Updates. Navigating through the complexities of wealth management, John provides insights into the significance of confirming beneficiary contacts, the value of scheduling regular reviews with a trust advisor, and tips for ensuring that your accounts are tagged correctly. Whether you're new to wealth management or an experienced investor, this episode offers valuable guidance to secure your financial legacy.

  continue reading

134 episod

Artwork
iconKongsi
 
Manage episode 382897116 series 2408524
Kandungan disediakan oleh First United Bank & Trust and First United Bank. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh First United Bank & Trust and First United Bank atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Today we talk with John Hetrick, a Wealth Advisor in the First United Wealth Management department, about a topic that is often overlooked but vitally important: Beneficiary Updates. Navigating through the complexities of wealth management, John provides insights into the significance of confirming beneficiary contacts, the value of scheduling regular reviews with a trust advisor, and tips for ensuring that your accounts are tagged correctly. Whether you're new to wealth management or an experienced investor, this episode offers valuable guidance to secure your financial legacy.

  continue reading

134 episod

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