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401k Workshops

Make 2020 the year that you take control and learn how to manage your 401K or retirement account. It can feel like you need a Ph.D. to understand how to navigate your account. The good news is that you don't need an advanced degree to learn how to take control and understand how to get the most out of your savings.


​In 2008 when the market crashed there was no reason that anyone should have lost their retirement savings. The key here is knowing what to watch for and when to exit or hold. This workshop will leave you armed with the knowledge to manage your account with confidence. 



"I am thankful for the opportunity to have a discussion on the 401k and how it works, they helped to simplify the functionality and explain to me how to be a wiser investor and not be afraid to try, so now I can do my research and try different options without being afraid all the time.
Thank you so much. I know there are a lot of people that need a better understanding of what to do and be encouraged to reach out and try for a better future."

-Carla Kenner