Broker Check
09 Sept
401K Master Class: Live Training - 09.09.21

Description

The 3 Mistakes Plan Sponsors Make That Could Cost You and Your Employees.

Join us for a value-packed training session that can help you assess your 401k plan's design, implementation, and automation strategy.

Register here:
https://lincolnfinancial.zoom.us/meeting/register/tJAqdOqpqzorHtVt3HTyhaDSa3V36eTxJUe1

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

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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

Location

Online Training via Zoom

PT1H

Event Registration