Part 1 of 4 – A CLE for Legal Professionals: How to Optimize Your 401(k) Investment Strategy

Diversification asset allocation, and rebalancing has not helped your recent 401(k) investment returns. You continue to struggle with “What do I buy?” on your firm’s 401(k) menu.

Your training is in law. Solving problems for your clients. Meeting challenges and finding creative solutions for our clients daily. You are not a trained money manager.

A Registered Investment Adviser, Ric Lager works with attorneys and law firms to help improve their 401(k) investment management decisions. 

In this CLE he will primarily address:

• The greatest current challenges legal professionals face with 401(k) investment management. The real costs for legal professionals to own the wrong 401(k) mutual funds.

• Important changes to consider in your firm’s 401(k) mutual funds now.

• How the myths of diversification, asset allocation, and rebalancing continue to plague your 401(k).

• How to use the self-directed 401(k) brokerage account to your advantage.

• How to limit losses in your 401(k) limiting losses.

To register for the upcoming live webinar, please Click Here