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Hosted by The Tampa Bay Estate Planning Council

Beneficiary Blunders with Linda Griffin

From the obvious to the highly obscure, estate-planning problems have one thing in common: They can cause huge, costly headaches for you, as well as the beneficiaries. Retirement plan assets – profit sharing plan accounts, 401(k)s and IRAs – account for a significant portion of many estates and frequently present unique planning issues and hurdles. One of the most common and costly mistakes is having incorrect beneficiary designations.

In this session Linda Griffin will discuss the "financial mess" of beneficiary blunders.

5:15 pm - Networking (Cash Bar)
6:00 pm - Dinner and Program
7:30 pm - Meeting Concludes



Thanks to our Council Partner

Wednesday, February 19, 2020
5:15 PM - 7:30 PM

Location
The Tampa Club
Rotunda/Main Dining Room
101 E Kennedy Blvd Floor 41
Tampa   FL   33602
(813)229-6028
 
Website for Location



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Speaker Profiles

 


Linda Griffin, JD, LLM
Linda Suzzanne Griffin, PA

Linda Suzzanne Griffin is an AV-rated attorney who practices in the areas of estate planning, trusts, wills, probate, and taxation in Clearwater and has her own firm, Linda Suzzanne Griffin, P.A. She is board certified in taxation and wills, trusts, and estates. She is also a fellow of the American College of Estates and Trust. She is a member of The Florida Bar Real Property and Probate Trust Law Section, former co-chair of the IRA Committee.


Registration Fee
Member
No Charge
 
Non-Member
$45.00