401k Fitness Class

How did you decide which funds to use when establishing your employer-sponsored retirement plan (aka 401k, 403b, profit-sharing, etc)? Have you made any adjustments after the last market meltdown? How do you know when to make a change or how to determine the percentages for each fund? When was the last time you rebalanced your account? Don’t worry if you haven’t a solid answer to any of these questions. Most people don’t! However, your retirement account will most likely be your biggest asset down the road, and just like other long-term plans and goals, it does need a little nurturing along the way to produce the best end result. Check out my 401k Fitness class for individual coaching in a group setting at an economic price. Please contact me for dates of upcoming classes.

What is 401k fitness?

It is a small class designed to re-visit basic terms associated with investing, followed by 1-on-1 coaching to shape up your retirement portfolio to take advantage of current market conditions. You’ll learn tips for keeping it on track going forward as well as leave with a better understanding of the nuts and bolts of mutual fund investing.


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