Name: The Secrets of Successful 401(k) Investing for Attorneys
Price: 140 CAD
Rating: 4.4 (107 reviews)

What You'll Learn

check_circleGain Proficiency: Attorneys will learn to proficiently navigate their 401(k) plan options and make educated investment choices.

check_circleUnderstand Financial Tools: Participants will become familiar with the latest mutual fund analysis tools and technologies.

check_circleMake Informed Decisions: Learn to make strategic decisions based on logical, independent analysis rather than emotional impulses.

check_circleManage Investment Risks: Develop a clear strategy to preserve 401(k) investments during market downturns.

check_circleEnhance Financial Literacy: Attorneys will better understand financial statements and jargon, empowering them to manage their 401(k) more effectively.

check_circleBuild Strategic Partnerships: Learn the value of having an independent financial advisor and the criteria for choosing one.

About This Course

This course is specifically designed for attorneys who wish to take control of their 401(k) investments and align them with their professional success and achievements. Through comprehensive modules, attorneys will learn how to navigate their firm’s 401(k) plans, understand complex financial terminology, and make informed investment decisions using the latest tools and technologies. With a focus on practical strategies, case studies, and expert guidance, this course aims to demystify the 401(k) management process and help attorneys maximize their retirement savings while minimizing risks.

Topics List

Introduction to 401(k) Investments for Attorneys: Understanding your unique position and needs.

Analyzing Your Current 401(k) Plan: Tools to assess and understand your firm's default mutual fund menu.

Decision Making in 401(k) Investments: Guidelines on what to buy, when to sell, and performance comparison.

Navigating Financial Jargon: Decoding complex terms and statements to make informed decisions.

Technological Tools for Investment Management: Leveraging the latest tools for market analysis and investment choices.

Risk Management and Preservation Strategies: Identifying and acting on early signs of market decline.

Behavioral Finance for Attorneys: Understanding the emotional aspects of investment decisions.

Building Relationships with Financial Advisors: The importance of fiduciary advice and how to choose an advisor.

Your Instructor

Ric Lager

Registered Investment Advisor

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star107 reviews

With over 25 years of experience in investment management and financial services, I am an Investment Advisor at Lager & Company, a Minnesota-based Registered Investment Advisory firm. I specialize in advising 𝗶𝗻𝗱𝗶𝘃𝗶𝗱𝘂𝗮𝗹 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻 𝗽𝗮𝗿𝘁𝗶𝗰𝗶𝗽𝗮𝗻𝘁𝘀 who want more control and flexibility over their 401(k) investment decisions, and who seek an 𝗶𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝘁, 𝘁𝗵𝗶𝗿𝗱-𝗽𝗮𝗿𝘁𝘆, 𝗳𝗶𝗱𝘂𝗰𝗶𝗮𝗿𝘆 𝗹𝗲𝘃𝗲𝗹 𝗲𝘅𝗽𝗲𝗿𝘁.

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

The Secrets of Successful 401(k) Investing for Attorneys

What You'll Learn

About This Course

Your Instructor

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Frequently Asked Questions