Beneficiary Designations & Per Stirpes Explained

“Welcome to WealthGrow, where we discuss building wealth, securing your future, and making informed financial decisions. My name is Stuart Cameron, OSJ Branch Manager and Financial Advisor with Wharton Investment Consultants and today we’re diving into an area of planning that often gets overlooked — but can have some of the biggest impacts on how your money and assets are passed down.We’re talking about beneficiary designations and something called per stirpes.Now, I know those terms might sound a little intimidating or even like legal jargon, but by the end of this episode, you’ll understand what they mean, how they work, and most importantly, why getting them right can be crucial for your family’s financial well-being.”WealthGrow - By Wharton Investment Consultants 5010 Canby Drive, Wilmington DE 19808 Tel: 302-239-2111Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor Cetera is under separate ownership from any other named entity.