- How retirement plans work
- The tax advantages of retirement plans
- How to understand your investment options
- What diversification means and how to implement it
- How to read your quarterly statement
- Improve the conversations you have with your financial advisor
Educating families and business owners
throughout the country for 20 years
401(k) MASTERCLASS
GAIN CONFIDENCE. UNDERSTAND TAX ADVANTAGES.
IMPROVE THE CONVERSATIONS YOU HAVE WITH YOUR
FINANCIAL ADVISOR
WHAT you CAN EXPECT TO LEARN
ABOUT THE INSTRUCTOR
Each class is one hour long.
Each class will include homework assignments.
Each class designed with the goal of increasing your confidence in the area of retirement planning.
SCHEDULE A CALL
www.401kCall.com
A TWO PART VIRTUAL CLASS
DESIGNED TO HELP ANYONE BETTER UNDERSTAND THEIR RETIREMENT PLAN
Would you like to speak with Joshua before or after the class for a consultation?
JOSHUA E. HERNANDEZ
- Investment Advisor Representative
- CFEd- Certified Financial Educator
- 401(k) Advisor
This class will be delivered "live" and
not recorded. See you there!
This class will be delivered"live" event and
not recorded.
CLASS OUTLINE
401(k), 403(b), 457, IRA or Brokerage Account
Class 1:
Tax Advantages,
Common Plan Design and Support
- Rule of 72
- The difference between Non Retirement and Retirement Accounts
- Tax Advantages of retirement
Contribution limits - Eligibility, Matching and Vesting
- Loans, Fees and Penalties
- Support and Resources
Class 2:
Investment Options, Research, Diversification and Strategy
- How to research options and understand performance
- Understanding Risk Tolerance and Diversification
- Target Funds vs Balanced Funds vs Index Funds
- Understanding Mutual Funds and ETFs
- Large Cap vs Small Cap
- International vs Emerging Market
- The basics of implementing a strategy
Class 2 of 2
Funds, Performance and
Investment Strategy
Coming Soon
Opt in to be informed when a date has been schedule
Class 1 of 2
Common Features and
Tax Advantages
Coming Soon
Opt in to be informed when a date has been selected
attend both classes
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