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RIA Trust Education Program

  • Thursday, August 27, 2015
  • 9:45 AM
  • 16767 N Perimeter Dr #200 Scottsdale AZ

Be Our Guest

Join us on the 4th Thursday of each month for our RIA Trust Education Program as professionals  provide valuable education in the area of trust and estate planning specifically designed for Registered Investment Advisors.

Be our guest and receive 1.5 hours of CFP CE by attending this free class.


Beneficiary Designations: Pitfalls and Considerations 

Clients are accumulating wealth in retirement and investment accounts as a greater percentage of their estates than ever before. It is vital to review client beneficiary designations for both appropriateness and effectiveness. We will review issues related to naming trusts as beneficiaries of retirement accounts, and using the correct language to preserve the "stretch" distribution of retirement accounts. We will also discuss issues related to disabled beneficiaries, spendthrift beneficiaries and minors. There will also be a review of post-death considerations, such as distributing accounts post-death with proper account titling and for non-retirement investment accounts, the correct basis. 


Webinar Presenter

 Josie M. Faix of Balson & Faix, LLP in Centennial, Colorado


Hosted by 



Thursday, August 27, 2015, 9:45 PST


16767 N Perimeter Drive, Suite 200, Scottsdale, AZ


To secure your CFP CE space for any session, respond to RSVPEducation@bokf.com or (844) 866-0728

of Greater Phoenix

Vision:  The essential hub of our Financial Planning community.

Mission:  Connect CFP(R) and associated professionals to the resources they need and the people who need them.
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Fx:  480-922-5283

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