Michael Clark, a Certified Financial Planner with Raymond James, and the new financial advisor for LassiterWare, will share his expertise in assisting business owners and individuals with their 401k. Michael takes his career seriously, and by doing so, he successfully educates on making better investment decisions. Michael will be presenting on the following:
- Cost: How much do I pay for our 401k plan?
- Investments: Do I have a high performing portfolio?
- Fiduciary: Is our 401k administration in compliance?
Click HERE to listen to recording