Celesq® Programs

Part 1 of 4 - A CLE for Legal Professionals: How to Optimize Your 401(k) Investment Strategy

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 your clients. Meeting challenges and finding creative solutions for our clients daily. You are not a trained money manager. 

A Registered Investment Adviser, Ric Lager works with attorneys and law firms to help improve their 401(k) investment management decisions. 

In this CLE he will primarily address: 

• The greatest current challenges legal professionals face with 401(k) investment management. The real costs for legal professionals to own the wrong 401(k) mutual funds.
• Important changes to consider in your firm’s 401(k) mutual funds now.
• How the myths of diversification, asset allocation, and rebalancing continue to plague your 401(k).
• How to use the self-directed 401(k) brokerage account to your advantage.
• How to limit losses in your 401(k) limiting losses.

Available in States

• California
• Colorado
• Georgia
• New Jersey
• New York
• Texas Self Study

Program Categories

• Banking & Finance Law
• Federal Courts
• Financial Regulatory
• Financial Services
• Securities & Investing

PROGRAM CREDITS

• Areas of Professional Practice : 1 Credit