Despite being armed with the most current information on buy-and-holds, asset allocation, diversification and target terms, the overriding investment management problem that plagues almost all attorneys can be summed up by the oft-heard phrase: “What do I buy?”
Individual 401k Management for Attorneys.
As attorneys we are high-achievers and problem-solvers – we meet challenges and find creative solutions for our clients on a daily basis. However, we’re not Warren Buffet when it comes to investing for retirement.
A Registered Investment Adviser, Ric Lager works with attorneys and law firms to help maximize the value of their retirement investments. In this CLE he will primarily address: selecting a plan, simple IRAs vs. SEPs vs. individual 401(k) plans, the challenges legal professionals face when investing and 401(k) management pitfalls & practice points. To access the course please click here: An Expert’s Perspective: Individual 401k Management for Attorneys.
Ric will also cover:
* Common decision-making points
* SPIVA & mutual fund analysis tool
* Tracking stats & results
* Statistical lessons from March Madness
* Ranking portfolios
* 401(k) fees
* Portfolio rebalancing
* Insurance and the cost of bad investments
Ric Lager is president of Lager & Company, Inc. For the last fifteen years Lager & Company, Inc. has specialized in advising retirement plan participants to maximize the value of their retirement investments.
This CLE course is offered in the following states:
* Alaska (AK)
* Arizona (AZ)
* California (CA)
* Connecticut (CT)
* District of Columbia (DC)
* Illinois (IL)
* Maryland (MD)
* Massachusetts (MA)
* Michigan (MI)
* Missouri (MO)
* New Hampshire (NH)
* New Jersey (NJ)
* New York (NY)
* North Dakota (ND)
* Pennsylvania (PA)
* South Dakota (SD)
Attorney Credits offers CLE for attorneys in Illinois and around the country. For more information about CLE in Illinois please click the following link: IL CLE.