REGISTER HERE: GETTING THE MOST OUT OF YOUR 401(K)

For most, a 401(k) or other qualified retirement plan is a central part of their investment nest egg. However, apart from making regular contributions, most investors are not paying attention to their plan. According to a 2014 Charles Schwab survey, more than half of 401(k) plan owners wish it were easier to choose the right investments. And according to investment research, not doing so can have a dramatic impact on the funds available for your retirement.

This brief workshop is designed for those who own a 401(k) or other retirement fund and are uncertain of your investment strategy. In addition to showing the potential advantage a long-term investment plan will have on your future, we will introduce an allocation strategy that will give you more confidence in your retirement planning.