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.
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