Celesq® Programs

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

Active
Program Number
33116
Program Date
2023-07-10
CLE Credits
1

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.

Available in States

  • California
  • Colorado
  • Florida
  • Georgia
  • New Jersey
  • New York
  • Texas Self Study

Program Categories

  • Banking & Finance Law
  • Federal Courts
  • Financial Regulatory
  • Financial Services
  • Florida Eligible
  • Securities & Investing

PROGRAM CREDITS

  • Areas of Professional Practice : 1 Credit

Presenters