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Why Beneficiary Statements in Investment Clubs Are a Bad Idea |
8/20/2025 |
There's too much at stake for your club to get involved in members' estate planning.
In our August 2025 myICLUB webinar, Doug Gerlach discussed the too-common practice of utilizing member beneficiary statements in investment clubs and why they are not recommended.
The replay is available on our YouTube channel, or you can view the replay on demand right here:
The PDF handout of the presentation slides is also available for download.
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