Financial Webcast Session #12: Participating in a 401(K) Plan

September 8, 2021

Hosted by Aaron Nelson and Kelly Clary, advisors with Waverly Advisors.

Session #12: Participating in a 401(k) Plan

Whether you already have a 401(k) plan or you’re looking to start one—we are here to help! Watch our webinar recording as we discuss when to start saving and how much to contribute, matching, profit sharing and ways to invest your funds.

You should not assume that any information provided serves as the receipt of, or as a substitute for, personalized investment advice from Waverly Advisors. This video reflects information available at the time it was recorded and should be used as a reference only. Talk to your Waverly Advisors, or a professional advisor of your choosing, for the most current information or for guidance specific to your situation.

Sign up to receive information for upcoming webinar sessions as they are scheduled.

Back to Resources