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Handling the Death of an Investment Club Member

3/22/2023

It's hard when a partner passes away. Here is how to process the final withdrawal.

Many investment clubs and treasurers have questions when it comes to handling the withdrawal of a member who has passed away. Often, these clubs and treasurers are making the task harder than it needs to be, In this presentation, ICLUBcentral's Doug Gerlach and his team review the principles of how to process a full withdrawal for a deceased club member. Doug also provides advice for avoiding pitfalls in the process and how to deal with executors and heirs.

Watch the replay on ICLUBcentral's YouTube Channel, and download a PDF handout of the slides from this presentation here.

 

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