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Beneficiary Designations: The Unsung Heros of Your Estate Plan


Adult / Finance -
2026-2027 CE School Year

Learn how to unlock the power of beneficiary designations to help ensure fast, tax-efficient transfers to your heirs or trust. This practical workshop will guide you through navigating asset transfers, avoiding common pitfalls, and aligning your accounts with your will or trust for a smooth, well-coordinated estate plan. This 90-minute workshop will also include a Q&A session.

Jeff Litfin

Jeff Litfin holds certification as an Estate Planner, serving in the capacity of a communications executive and the Director of Client Services at Generations Law Firm. This Twin Cities-based firm is distinguished for its specialization in providing comprehensive estate planning education and paralegal services to various law firms specializing in Estate Planning. Generations Law Firm has successfully educated and assisted over 15,000 individuals and families. Their focus extends to imparting understanding about the significance of estate planning, guiding on asset protection and transmission to heirs and charitable entities, as well as advising on strategies to navigate Probate avoidance.

 September 2026 
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  Jeff Litfin


Handke Center : 121
Tuesday, Sep 15
6:00 - 7:30 PM

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Min Age   18 yr.

Price: $ 15 00