Webinars

Upcoming Webinars

Guide to Retirement: Outlook for 2nd Half of 2024

July 23, 2024, 10:00 am PST

Join us for a webinar on the retirement outlook for the second half of 2024. Brahm Rossiter, Marcus Sasaki, and Jake Taylor will discuss the latest trends, market conditions, and strategies to help you secure your financial future in an ever-changing economic landscape. Whether you’re nearing retirement or planning ahead, this webinar will provide valuable information to help you make informed decisions.

Who Should Watch the Webinar?

What You’ll Learn

By attending this webinar, participants will gain valuable insights into how to navigate the financial landscape of the second half of 2024, ensuring they are well-prepared for a secure and prosperous retirement.

Year End, What You Should be Doing.

November 5, 2024, 10:00 am PST

Secure your spot today to ensure you’re well-prepared for the year-end and beyond. Click here to register. Don’t miss this chance to equip yourself with the knowledge and tools needed to navigate year-end financial challenges and opportunities. Register now to make the most out of your year-end planning!

Who Should Watch the Webinar?

Business Owners and Entrepreneurs
Accountants
Individuals and Investors
HR and Benefit Professionals

As the year draws to a close, it’s crucial for businesses and individuals alike to review and adjust their financial strategies to ensure a strong finish and a robust start to the new year. Join our comprehensive webinar, “Year End – What You Should Be Doing,” to gain valuable insights and actionable tips for effective year-end planning.

Previously Recorded Webinars

Unveiling the Wealth

Take charge of your organization’s financial health by mastering investment committee fees and retirement planning strategies.

Who Should Watch the Webinar?

Business Owners
Retirement Committee Members
Plan Trustees
HR and Benefit Professionals
CEO’s and CFO’s

What You’ll Learn

Understanding Investment Committee Fees: Gain insights into navigating investment committee fees while ensuring transparency and alignment with organizational objectives.
Effective Retirement Plan Management: Learn strategies to manage retirement funds effectively while considering the impact of associated fees on long-term performance.
Mitigating Fiduciary Risks: Explore ways to mitigate risks associated with fiduciary responsibility and ensure compliance with regulatory requirements.
Best Practices for Fee Optimization: Discover industry best practices for fee optimization, compliance, and reporting to enhance transparency and efficiency.

WATCH NOW

Top 10 Mistakes of 2023 in 401(k) Planning

Discover the crucial insights, strategies, and pitfalls to avoid in 401(k) planning for the year ahead.

WATCH NOW

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Contact Us

Tel: 559-924-0304
Fax: 559-924-0314

E-mail: team@rwmfinancialgroup.com

Address: 406 B. Street, Lemoore, CA 93245

Firm Disclosures

ADV Part 1

ADV Part 2

FINRA’s BrokerCheck®.

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advisory services offered through Global Retirement Partners, LLC, an SEC registered investment advisor. RWM Financial Group and Global Retirement Partners are not affiliated with LPL Financial.

The Financial Professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of RWM Financial Group or LPL Financial.