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Resource Center
LassiterWare Academy

Upcoming Seminars

Post Inauguration: Economic Update & Your 401(k) Plan

March 29, 2017, 9:30 am - 3/29/17 10:30 am

Click here to Register

A 401(k) is a valuable retirement tool, but not one size fits all. Positioning yourself in the best possible light takes time and thought.

In just 45 minutes, we will learn:

  • The basics of a 401(k) plan.
  • How your 401(k) account may be enhanced by appropriate investment of certain proportions of a portfolio in certain sectors.
  • How you can use historical performance to design an optimal investment strategy.
  • A brief overview of how economic fundamentals affect your 401(k).

Speaker(s):

Alan Williamson, CLU, ChFC
Financial Advisor
LassiterWare, Inc.
Brian Totam
Financial Advisor
JP Morgan Investment Services