Join us for a value-packed information session that can help you assess your 401k plan's design, implementation, and automation strategy.
Register here: https://lincolnfinancial.zoom.us/meeting/register/tJEpdO2grjksGtflVhTSb0P03OkdGIddeM4L
What we're going to cover:
• The 3 biggest mistakes when managing a 401K
• How to build a 401K blueprint
• How to create a predictable fiduciary process
• Hear specific case studies from successful 401K plan sponsors
• The three biggest 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, Aug 26, 2021
8:30a - 9:30a EST