Chapter

FEI Toledo | Gold Partner PD Session | William Vaughan Company | Financial Forecast & Flights

Financial Forecast & Flights: Tackling Market Updates While Tasting Beer!
Join William Vaughan Company and leaders from TDC Investment Advisory for an engaging discussion surrounding the latest developments in the financial market and the advantages of a Pooled Employer 401(k) Plan. They’ll also be tackling the "97% problem" and how to solve it – all while sampling some of the regions finest craft beer!
 
Along with addressing the current state of the market, topics covered will include: inflation and interest rates, insights on where we’re headed with opportunities to take advantage of, how a PEP makes it easier for employers to manage their employees' 401(k) plans, and solutions for addressing a workforce that is not financially prepared for retirement.
 
Learning Objectives:
  • Understand the current state of the financial market, including inflation, interest rates, and potential opportunities for treasury management.
  • Discover the advantages of a Pooled Employer Plan (PEP) and how it eliminates the requirement for businesses in multiple employer plans to be related by industry or association.
  • Identify strategies to address the "97% problem" of employees not being financially prepared for retirement, including solutions such as RightTrack.

Credits

1.00 CPE
Basic

Method

group-live

Field

Economics, Technical

Prerequisites

None

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