This event has completed.
7:30 AM - 9:00 AM
Professional EDGE - 401K Checkup: Compliant, Cost and Service
3/13/2018 - 3/13/20187:30 AM - 9:00 AM
Event Description
How to Evaluate and Choose a Financial Advisor &
401K Checkup: Compliant, Cost, and Service
Presented by: Jeff Kolodjeski & Mike Dolezal
March 13th, 2018
7:30am - 9:00am
Vadnais Heights Country Inn and Suites
3505 Vadnais Center Drive, Vadnais Heights
Attendees will learn about how financial advisors can choose to engage with their clients and how different approaches can greatly impact their obligation to you, the client. We will also discuss, as a business owner and plan sponsor, how to evaluate your current 401K plan in three main areas. Is your plan compliant, what is the current cost, and what services are you being provided for that fee?
