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Mar 19

Fiduciary Academy: Fiduciary Training - Investment Basics

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

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About the 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.

Presented By

Allie Rivera, CFA Vice President of Investments & Retirement Services, OneDigital Retirement + Wealth
Marisa Ricottone, CFA® OneDigital Retirement + Wealth, Investment Consultant

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When:

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

Where:

Virtual Event