Celesq® Presenters

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Ric  Lager

Ric Lager is a Registered Investment Advisor. He provides independent, third-party fiduciary investment advice to individual 401(k) participants. His entire focus is to help clients improve their mutual fund selections.  That helps them navigate the complexities of the market to achieve their financial goals. 

Ric is an expert in the self-directed brokerage account (SDBA) option offered by many 401(k) plans. He has used this powerful investment tool to help his clients grow their retirement savings.

Ric provides weekly tips for financial advisors in his LinkedIn 401(k) Advice Newsletter.

Programs by Ric  Lager.

Diversification asset allocation, and rebalancing has not helped your recent 401(k) investment returns. You continue to struggle with “What do I buy?” on your firm’s 401(k) menu.  Your training is in law. Solving problems for ...

Program Number
33135
Program Date
2023-09-13
Category
Banking & Finance LawFederal CourtsFinancial RegulatoryFinancial ServicesFlorida EligibleSecurities & Investing
State
CaliforniaColoradoFloridaGeorgiaNew JerseyNew YorkTexas Self Study
Program Credits
Areas of Professional Practice:1 Credit
Total Credits
CLE Credit: 1
Presenters

Diversification asset allocation, and rebalancing has not helped your recent 401(k) investment returns. You continue to struggle with “What do I buy?” on your firm’s 401(k) menu.   Your training is in law. Solving problems fo...

Program Number
33134
Program Date
2023-08-04
Category
Banking & Finance LawFederal CourtsFinancial RegulatoryFinancial ServicesFlorida EligibleSecurities & Investing
State
CaliforniaColoradoFloridaGeorgiaNew JerseyNew YorkTexas Self Study
Program Credits
Areas of Professional Practice:1 Credit
Total Credits
CLE Credit: 1
Presenters

Diversification asset allocation, and rebalancing has not helped your recent 401(k) investment returns. You continue to struggle with “What do I buy?” on your firm’s 401(k) menu.  Your training is in law. Solving problems for ...

Program Number
33116
Program Date
2023-07-10
Category
Banking & Finance LawFederal CourtsFinancial RegulatoryFinancial ServicesFlorida EligibleSecurities & Investing
State
CaliforniaColoradoFloridaGeorgiaNew JerseyNew YorkTexas Self Study
Program Credits
Areas of Professional Practice:1 Credit
Total Credits
CLE Credit: 1
Presenters