Broker Check
03 March
Optimizing Your 401(k) Plan


Please join us for our upcoming free virtual event, "Optimizing Your 401(k) Plan."

Learn about how you can enhance your plan for yourself and your employees with design ideas and features not common with most commoditized 401(k)s.  We will also cover common issues and pitfalls that plan sponsors are often not aware of, so you may better position your plan to function more efficiently, lessen your burden and protect yourself from fiduciary risks.

We will be joined by Chad Albano, Executive Director at Global View Capital Advisors; Jeremy Gerardy, Regional Sales Director at American Trust Retirement, and a very special guest, Dr. Gregory Kasten, MD, MBA, CFP® , CPC, AIFA®.

Dr. Kasten has published over 100 papers on financial planning and investment-related topics in various financial and business journals; written two editions of the book Retirement Success; and in 2005 he co-authored the first place winning paper entitled: "Post Modern Portfolio Theory" and presented the paper at the Financial Planning Association national meeting. Dr. Kasten has given dozens of lectures on fiduciary best practices to pension professionals and Federal banking regulators.  Dr. Kasten was inducted into the Advisor Hall of Fame by Research Magazine in 2011 and in 2013 was named Retirement Plan Adviser of the Year by Employee Benefit Adviser Magazine.

RSVP today for this Free virtual event.  Please feel free to also invite your counterpart(s), as well as other executives and decision makers whom you think will also benefit.

Date and Time

Wed, Mar 03, 2021

11:00a - 12:00p CST


Virtual Event


Event Registration

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