Part 2 of 4 - A CLE for Legal Professionals: How to Optimize Your 401(k) Investment Strategy

04 Aug , 2023

To register for the upcoming live webinar, please Click Here

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

More Webcasts

Identifying Trade Se...

Intangible assets make up 84 percent of the value of the S&P 500, up from 17 percent in 1975. Wi...

Mastering LLCs: Craf...

This session focuses on the critical elements of drafting comprehensive operating agreements for LLC...

Error Resolution & D...

This webinar will focus on the background of Electronic Fund Transfers Act, as well as recent develo...

Session Three: Worki...

Session 3 of 10 - Mr. Kornblum, a highly experienced trial and litigation lawyer for over 50 years, ...

Don't Give Up 5 Minu...

In this riveting update to her original program, Executive Director of Lawyers Concerned for Lawyers...

Thriving as a Lawyer...

This program will address how the practice of law impacts lawyers’ well-being, and how lawyers...

Attorney Licensure a...

Substance use disorders and mental health challenges can affect any attorney regardless of gender, c...

Shareholder Disputes...

This presentation explores the common causes of shareholder disputes, such as disagreements over com...

Permission to Pivot:...

Permission to Pivot: Ethics, Well-Being, and Redefining Your Legal Career examines the intersection ...

Shareholder Disputes...

This presentation provides an in-depth analysis of various mechanisms for resolving shareholder disp...