Webinar to examine risks from mismatched retirement and estate plans

Pope Financial Planning and Belle Legal will host a live Zoom webinar, What Happens If Something Happens to Me?, on Wednesday, October 21, 2026, from 12:00 to 12:45 p.m. ET. Apryl Pope, CFP, of the Cincinnati firm joins Belle Legal attorneys Whitney Ellison and J. Ellen Keller; Olivia Honerlaw moderates. Pope is a three-time NAPA Top Women honoree (2021, 2022, 2025). The lunch-hour session is for people approaching or already in retirement. The panel will address mismatches among estate documents, beneficiary designations, account ownership and financial plans. Topics include trusts, inherited retirement accounts and aligning accounts with documents. Pope said she meets people who saved, invested and signed papers yet still show a beneficiary form that was never updated or a trust that was never funded; estate attorneys draft the plan and financial planners make accounts follow it. Belle Legal works in Ohio and Kentucky and also handles family law and immigration. Securities and advisory services are offered through LPL Financial. No factual disputes appear in the available coverage. The notice came from an Oct. 12, 2026, Cincinnati press release.