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Program Details
On Demand

Part 1 of 4 - How to Optimize Your 401(k) Investment Strategy

Content Partner:  Celesq AttorneysEd Center
Price: $200.00*

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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 program 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.
Ric Lager is a Registered Investment Advisor. He provides independent, third-party fiduciary investment advice to individual 401(k) participants. His entire focus is to help clients improve their mutual fund selections.  That helps them navigate the complexities of the market to achieve their financial goals.
Ric is an expert in the self-directed brokerage account (SDBA) option offered by many 401(k) plans. He has used this powerful investment tool to help his clients grow their retirement savings. 
Ric provides weekly tips for financial advisors in his LinkedIn 401(k) Advice Newsletter.

Practice Areas: Business, Finance, and Accounting
Online Media Type: Video
Production Date: 07/10/2023
Level: Intermediate
Category: Standard
Duration: 1 Hours, 0 Minutes
Online Format: On Demand
Course Type: Public

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Purchase of this product provides online access for 180 days. If you are purchasing a live webcast, you will receive complimentary access to the on demand version for 180 days once it becomes available. Please note that the on demand and podcast versions may, or may not be accredited in your state.

If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance.  Credit totals for other formats are for complete programs.  Partial credit is not available for any online or downloadable format. 


West LegalEdcenter will not provide accreditation for states not listed. 

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This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing west.wlec-sales@thomson.com.

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Ric Lager - Lager & Company, Inc.
This product is designed to provide information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.

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