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401(k) participants may want personalized advice, but employers are wary of the fiduciary liability. Straddle the dilemma by identifying what your client's objectives are and creating customized content to fit everyone's needs.
Retirement plan participants need more than cursory training to invest wisely, but straight advice could open you up to liability down the line. Here are some tips for integrating advice with education—without putting yourself at great risk.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025