About This Course

Hiring a Retirement Plan Specialist

The importance of selecting the perfect Retirement Plan Specialist to secure your financial future is crucial. Understand different fee structures, including flat fees, percentage of assets, hourly rates, and commission-based payments. Gain insights into what to expect from a Retirement Plan Specialist, including personalized investment guidance, comprehensive retirement planning, and ongoing portfolio management.

The course is accessible online at any time, so you can complete it when it’s convenient for you.