EASTON — University of Maryland Memorial Hospital Foundation will host Part III of the three-part series “Getting Your Affairs in Order” from noon to 1 p.m. Tuesday, Oct. 13, 2020, via Zoom.
“Avoiding Potential Titling Pitfalls” will discuss titling of real property and financial accounts, life insurance and retirement plan designations, SECURE Act & planning with IRAs, and the top 10 beneficiary designations mistakes.
The seminar will feature guest presenters Patrick Fitzgerald, Esq., junior partner, Charles T. Capute LLC; Diana Johnson, Employee Benefits Broker and Consultant, Avon-Dixon, an Alera Group Agency, LLC; and Elizabeth Spurry-Capute, president Tred Avon Family Wealth.
This seminar is free and open to the public; pre-registration is required. For more information or to register, please contact Janet Andrews, 410-822-1000, ext. 5792, or email@example.com.