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.
Data privacy remains one of the most rapid areas of growth in the class action space. Plaintiffs con...
Class action waivers in arbitration agreements remain enforceable, but a decade of U.S. Supreme Cour...
Perfectionism is often rewarded in the legal profession. It drives attention to detail, thorough pre...
2026 was a very important year when it comes to federal procurement developments, Artificial Intelli...
Class action litigation presents significant legal and business challenges for employers and corpora...
This seminar concerns a scope, jurisdiction, and exceptions to the Federal Arbitration Act. The Act ...
New York City’s new Non-Primary Residence Property Surcharge—commonly known as the pied-...
Lawyers lose hundreds of billable and operational hours every year to poorly managed meetings. Unfoc...
This program provides a practical roadmap to mastering every stage of the discovery process in civil...
During this course you will take a deep dive into federal bid protest litigation at the U.S. Court o...