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Retirement Wealth at Risk? Common Errors When Updating Your Estate Plan

Data

giovedì, 20 agosto 2026

Orario

12:00 America/Los Angeles

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Programma

About this event

Many estate plans are created once and then left untouched for years. Life events, changing laws, and outdated beneficiary designations can create unintended outcomes for corporate employees that may not reflect current wishes.

This webinar discusses common estate planning oversights and the consequences of letting documents become outdated. Learn which elements people frequently overlook and why periodic reviews can play an important role in keeping plans aligned with current goals.

Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is not affiliated with or endorsed by your company. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time, and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.

The Retirement Group
5414 Oberlin Drive
San Diego, CA 92121
(800) 900-5867


Michael Corgiat

Michael Corgiat is an SVP, Financial Advisor at Wealth Enhancement. He has been working with corporate employees for many years and is very familiar with your benefits. He has helped hundreds of corporate employees from working to a successful and enjoyable retirement.