Demystifying Investment Options in Common 401(k) Plans (Webinar)

The Secure Act 2.0 has made it clear: the government is encouraging you to make your 401(k) a cornerstone of your retirement strategy. Understanding asset allocation is crucial when investing your 401(k) funds. By diversifying across stocks, bonds, and cash equivalents, you can effectively manage risk and optimize returns.

In this webinar, we’ll guide you through the essentials of investing and selecting your 401(k) funds. 

Discover the Secrets to Confidently Invest Your 401(k) Funds

Join Patrick Moss, Wealth Management Advisor, as he demystifies common investments found in most 401(k) plans, even if you prefer not to pick the funds yourself.

Register for the Webinar Series

Don't miss out on the full event lineup! Join our exclusive sessions and let our experts guide you through financial planning.

Learn Investment Basics:

  • Introduction to 401(k) Investment Options
  • Self-Directed Investments: Taking Control of Your Portfolio
  • Managed Accounts: Leveraging Professional Expertise
  • Comparing Investments: Finding the Right Fit for Your Goals
  • Fund Types Offered in 401(k)s: Simplifying Retirement Planning
  • Strategies for Confident Investing: Tips and Best Practices
  • Questions That Come Up: The Bottom Line You Need to Know
  • Investment Tools and Checklist

Download the slide deck here and watch now to gain the knowledge and confidence to make the most of your 401(k)! Understanding your options can save you money and help you earn more.

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