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Course Description
Ric Lager teaches attorneys about individual retirement investment management so attorneys can better counsel their clients on proper 401(k) management. Ric will primarily compare retirement plan options such as simple IRAs & SEPs, he will list the challenges legal professionals face when investing and he will provide common 401(k) management pitfalls & practice points. Ric will also discuss common decision-making points when selecting mutual funds, SPIVA, 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 a Registered Investment Advisor and for the last fifteen years Lager & Company, Inc. has specialized in maximizing the value of retirement investments for small firms and businesses.
Course Details
Course Title:
An Expert's Perspective: Individual 401k Management for Attorneys
Total CLE Hours:
1.00 hr(s)
Costs:
Fees: $6.00 - $26.00; Other Costs: $0.00
Live Delivery Method:
Live Course Dates:
Location:
Not Available
Recorded Course Date(s):
5/01/2024-4/30/2025