Slide background
Serving You First
with insurance services for every need
Slide background
Integrity
In everything we do and say
Slide background
Innovation
In providing insurance solutions for our clients
Slide background
Community
In supporting the places we live and work

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
Facebooktwittergoogle_pluslinkedinmail