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.
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.
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.
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.
