SPEAKER: John Angelo Flavin, Principal, Aspire Capital Advisors LLC
SESSION TITLE: Fees and Fiduciary Responsibility in 401(k) Plans
SESSION DESCRIPTION:
| Take an in-depth dive into the mystery how fees are broken down in 401k (and other retirement) plans and have a better understanding of where to find them, and who is paying what. Also, with these hidden fees comes fiduciary responsibility, and understanding how that accountability is delegated. |
| To be able to have a functioning knowledge of how fees are charged within a retirement plan, who is paying for them, and who has a fiduciary responsibility overseeing them. |
Field of Study: Behavioral Ethics/Business Management & Organization/Accounting
Program Level: Basic / 1 CPE credit / Non-Technical
Prerequisites: None
Advance Preparation: None
Speaker BIO:
As a Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Commercial Investment Member (CCIM), and an Accredited Investment Fiduciary (AIF), John has extensive experience and practical education in all aspects of financial planning and financial services.
John has been awarded outstanding achievement awards from the Cascade Association of Life Underwriters and as Broker of the Year at a previous firm. John enjoys sharing his knowledge at industry conferences on topics ranging from client relations to 401(k) and 403(b) planning techniques. He has been quoted in several national publications, including Investment News and the Wall Street Journal.
John graduated with a BS from Boston College where he earned both academic and athletic scholarships, and completed postgraduate work in Baltimore, Maryland.
John volunteers with several local organizations, and he and his family have helped build schools, health care centers, and homes for the poor in Nicaragua since 1989.
John is an accomplished classical violinist and active in jiu jitsu. But his true passions are alligator wrestling, singing off key, and laughing with his three children, and creating a future with his wife, Shannon.
Email:
| Johnny@InvestWithAspire.com |
Website:
www.InvestWithAspire.com