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Join me today as I chat with James Holland from MillenniuM Investment & Retirement Advisors, LLC as we discuss the chaning landscape in the qualified plan space.
We will also touch on the "team" approach to qualified plans versus going it alone and the opportunites that present themselves when you stay in front of the CFO and Human Resource Directors.
Please tune in to listen to Jason Grantz, QPA, QKA, AIF and I discuss the myriad of numbers and letters that Plan Sponsors have to decipher. Advisors in the Qualified Plan should listen in to learn how Unified Trust can assist you and your Plan Sponsors with the process of choosing a 401k Provider.
Please join me today as Paul Smith Vice President and Gary Sutherland CEO from NAPLIA discuss the basics of fidelity bonds for 401k plans. As well as bonding issues for 3(38) Advisors; 3(16) Administrators; Plan Sponsors (stand alone) and Plan Sponsors (that are part of a MEP).
The topic will help Advisors understand the basics but will also be helpful for Plan Sponors to learn about their responsibilities.
Join me as I discuss the changes in Advisor fees and service offerings over the last 18 months with Ken Cochrane.
Ken is the Managing Director of Pulse Logic, a Sponsor of The 401k Study Group and the creator of The Pulse Logic fee/service portal available to Advisors.
Join me for our live call-in study session!
Join me as I interview Stephanie Holmes-Winton.
Stephanie is a Financial Services Speaker & Trainer with an expertise in Cash Flow Management. She has been in the Industry since 2001. During that time she found that there was a gaping hole in the financial plan where cash flow advice belonged. Since early in my career she's worked hard to fill that gap. In 2011 she sold her investment and insurance practice to focus her efforts on: "Being the change, we need in the Financial Services Industry" she would like to see Cash Flow Planning be a normal & standardized part of the financial planning process.
Join me and April Rudin, President of The Rudin Group as we discuss what the right way is to market your practice to High Net Worth Clients.
April is a regular contributor to the Huffington Post, and speaks regularly and internationally on a wide range of branding topics client acquisition, social media and other topics for Financial Advisors.
If you are stressed about your 401k, You are not alone as a recent survey indicates 52% of Americans do not understand their 401k plan.
Why is the 401k so confusing?
What can you do to better understand your options?
Does it ever make sense to Not participate?
No BS Money Todd Strobel asks these questions and more as he interviews Best Selling Financial Author, Kim Butler.
More Info on Busting Retirement Planning Lies
Join us this evening for our Bible Prophecy Study Group blogtalkradio program. We're on at 7pm eastern, 4pm pacific, 2pm Honolulu and midnight London every Friday with your hosts Jenny Perez-Monto and Missy C. Haynes at: Tonight's topic is: As usual, we will kick off the program with current news as it pertains to bible prophecy in the first hour followed by the bible prophecy study in the second hour. You can also reach us on FB at: http://www.facebook.com/groups/bibleprophecystudygroup/ We have an adjunct bible study group for bible prophecy at: https://www.facebook.com/groups/bibleprophecy2/ You can also find our studies and links to our radio show at: http://doeschristknowme.org/ Please follow us on our radio programs at 7pm eastern at: http://my.blogtalkradio.com/doeschristknowme Just click on "follow" under the icon of our ministry and you will get the link for every show. If you wish to participate in the chat room, we encourage you to obtain a free blogtalkradio account! Hope you join us! God blessings upon you and your loved ones!
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