Webinar

Choosing the Right Beneficiaries for Your Retirement Accounts

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Summary

Learn how beneficiary choices can help streamline the estate settlement process for your heirs, and how an IRA may be stretched to provide income to multiple generations.

 

Speaker

Mike Cannizzaro
Senior Strategist, Investor Education, E*TRADE Securities LLC

Michael Cannizzaro, CRPC®, CRPS®, RICP® is a Senior Strategist of Investor Education with E*TRADE Securities LLC. Mike brings over 20 years of experience in the financial services industry with a concentrated focus on retirement planning, investing and savings. Mike conducts educational seminars for E*TRADE clients through monthly web-based presentations online, as well as at live regional events. His qualifications and perspective have been shaped by his previous work experiences as a Financial Advisor and in training and education roles. Mike holds licenses including: FINRA Series 24, 7, and 66.