Is Your 401(k) Plan Right for You?

Laurent Harrison, CFP®
Investment Advisor, Financial Planner

Rohan Nayak, CFP®
Relationship Manager, Financial Planner

What are the questions you should be asking about your 401(k)? We’ll cover not only the basics; we’ll focus on significant 401(k) concerns and their importance at various life stages—early years, main accumulating years, and getting-ready-for-retirement years. These are considerations such as cost, investment flexibility, percent being saved, rollover options, and the priority of a 401(k) in your savings plan.

Join us!

500 12th Street, Parkway Room
Oakland, CA 94607

Reservations are required. To RSVP or for more information, contact Jaye Roundtree at 510.433.1066, ext. 100 or

Scroll to Top