MEMBER BENEFIT - FREE CPE Educational Session with John Flavin

January 09, 2024
2:00 PM - 3:00 PM
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AFWA MEMBER BENEFIT - FREE CPE Education Available

Date: Tuesday, January 9th

Time: 2:00p-3:00p EST

Registration Link: Register now!

$0 for Members / $50 for Non-Members

Session Title: Fees and Fiduciary Responsibility in 401(k) Plans

Session Speaker: John Angelo Flavin, Principal, Aspire Capital Advisors, LLC

Session Description:

Take an in-depth dive into the mystery how fees are broken down in 401k (and other retirement) plans and have a better understanding of where to find them, and who is paying what. Also, with these hidden fees comes fiduciary responsibility, and understanding how that accountability is delegated.

To be able to have a functioning knowledge of how fees are charged within a retirement plan, who is paying for them, and who has a fiduciary responsibility overseeing them.

CPE Details: 1CPE

Instructional Delivery Method: Group Internet Based

Recommended Field of Study: Behavioral Ethics/Business Management & Organization / Personnel & HR / Accounting

Prerequisites: None

Program Level: Basic

Advanced Preparation: None

Social Media: BIO https://www.linkedin.com/in/johnangeloflavin-investmentandretirementplanadvisor/