Focus: Teaching clients the essential principles for long-term investing without providing specific recommendations.
The 401(k) Decoder Session: Teaching the client how to find their fund lists, analyze hidden administrative expense ratios, and evaluate the difference between active and passive funds within their employer plan.1
Asset Allocation Education: Instructional modeling on the concept of asset allocation and diversification strategies (e.g., how to understand the balance between stocks, bonds, and cash based on time horizon).12
Risk Tolerance Frameworks: A workshop on identifying and mapping a personal risk profile, comparing it to objective benchmarks for their age group, and reviewing target date fund prospectus glide paths.12
The "Fee Finder" Audit: A step-by-step guide on hunting down hidden management fees and high expense ratios that erode future wealth.2
Focus: Teaching clients the essential principles for long-term investing without providing specific recommendations.
The 401(k) Decoder Session: Teaching the client how to find their fund lists, analyze hidden administrative expense ratios, and evaluate the difference between active and passive funds within their employer plan.1
Asset Allocation Education: Instructional modeling on the concept of asset allocation and diversification strategies (e.g., how to understand the balance between stocks, bonds, and cash based on time horizon).12
Risk Tolerance Frameworks: A workshop on identifying and mapping a personal risk profile, comparing it to objective benchmarks for their age group, and reviewing target date fund prospectus glide paths.12
The "Fee Finder" Audit: A step-by-step guide on hunting down hidden management fees and high expense ratios that erode future wealth.2