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Virtual Event Virtual Event

Fiduciary Academy: Fiduciary Training - Investment Basics

March 19, 2024 @ 3:00 pm - 4:00 pm EDT

Virtual Event Virtual Event

Plan sponsors need to have a firm grasp of the basics of investing to be able to make sound decisions for their employer-sponsored retirement plan. It is valuable to understand the different types of investment options and their effect on a retirement plan. Join our session to learn more about the fiduciary requirements for investments and how you can become a more educated plan sponsor.

Details

Date:
March 19, 2024
Time:
3:00 pm - 4:00 pm EDT
Event Category:
Series:
Fiduciary Academy
Register or Join

Presented By

Allie Rivera, CFA Vice President, Retirement Plan Consulting, OneDigital Financial Services
Marisa Ricottone, CFA® Investment Consultant, OneDigital Financial Services

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