Join us for a value-packed training session that can help you assess your 401k plan's design, implementation, and automation strategy.
What we're going to cover:
• The 3 mistakes many make when managing a 401K
• How to build a 401K blueprint
• How to create a predictable fiduciary process
• Learn from specific case studies from successful 401K plan sponsors
• The most important lessons for lasting results
Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.
Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp.CRN-3712611-081121
Date and Time
Thu, Sep 09, 2021
12:00p - 1:00p EST