Discovering the Financial Plan Hidden Inside Your Employer’s 401K


Did you know that almost all of the important elements of a Financial Plan can be found, and acted taken, inside the often-overlooked company 401K?

Joseph Birkofer, CFP®, will show you how to uncover financial planning opportunities that come as part of this ubiquitous employee benefit. Your 401K can be so much more -- in terms of your financial independence planning, than “just a retirement plan.”

A great financial plan looks at tax planning, estate planning, investment planning, education planning, everyday budgeting, and cash flow, risk management, and of course retirement planning -- elements that your employer-plan can have a direct, optimizing influence upon. Specific topics will include:

  • Tax strategies for the long run
  • The Mega backdoor Roth
  • Asset allocation and investment decisions throughout your career
  • The Goldilocks approach to retirement savings
  • Emergency access and budgeting
  • Beneficiary and estate planning
  • Risk is a four-letter word

 

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About the Presenter

Joseph R. Birkofer, CFP®, is the principal and founder of Legacy Asset Management in Houston. A consultant to individual and corporate clients for the evaluation of retirement plans, Mr. Birkofer also works with plan sponsors to improve communications, monitor investment performance and streamline administration. As a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Investment Advisor, he helps clients concentrate on financial planning and asset allocation. Prior to founding Legacy Asset Management, he served as a trust officer with Texas Commerce Bank.

 

 

Prepare for your Certified Financial Planner™ (CFP®) Certification with Rice


 

An Investment With a Return. The CERTIFIED FINANCIAL PLANNER™ Education Program teaches the core curriculum necessary to meet the educational requirement to sit for the CFP® Certification exam, including completion of a financial plan development (capstone) course registered with the CFP® Board.

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Very useful, helpful information presented by a knowledgable professional who was friendly and accessible.
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