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ARIS 401(k) Luncheon Seminar Recap

Yesterday, we here at Applied Resource Insurance Solutions, hosted a 401(k) Luncheon Seminar at the Paseo Club in Valencia, CA. Our two keynote speakers were remarkable, and engaged the entire room.

Thad Letzer, the managing director of Mass Mutual, presented a Mass Mutual presentation on understanding what you’re investing into. And James Schramm, a financial advisor for Schramm Financial, presented ways to ask your current fiduciary, and/or 401(k) representative what your investing in, how your investing, etc.

 

The presentation was a grand slam, and we were proud to sponsor such a beautiful event.

To learn about our upcoming seminars or to get a copy of the presentations, please email [email protected]

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