CFP® Office Hours

Apr 16, 2021 09:00 AM - 10:00 AM Pacific Daylight Time
Video Conference, Live

As a participant in your 401(k), you have access to independent financial services through a CERTIFIED FINANCIAL PLANNER™. Ask questions on your 401(k) investments, customize a debt-reduction plan, run cash flow analysis for retirement, and receive guidance through many other financial situations.

Please join CFP® Office Hours via the RSVP link below. There is no prior RSVP required.

RSVP

2021 Know more. Save more. Series: Legislative Update

Apr 20, 2021 01:00 PM - 01:30 PM Pacific Daylight Time
Video Conference, Live

Please join Alisha Wesser, CFP® and Wes Previant, CFP®  to discuss the American Rescue Plan, the 2021 401(k) Limits and  potential upcoming changes.  

RSVP

CFP® Office Hours

Apr 23, 2021 11:00 AM - 12:00 PM Pacific Daylight Time
Video Conference, Live

As a participant in your 401(k), you have access to independent financial services through a CERTIFIED FINANCIAL PLANNER™. Ask questions on your 401(k) investments, customize a debt-reduction plan, run cash flow analysis for retirement, and receive guidance through many other financial situations.

Please join CFP® Office Hours via the RSVP link below. There is no prior RSVP required.

RSVP

CFP® Office Hours

Apr 30, 2021 01:00 PM - 02:00 PM Pacific Daylight Time
Video Conference, Live

As a participant in your 401(k), you have access to independent financial services through a CERTIFIED FINANCIAL PLANNER™. Ask questions on your 401(k) investments, customize a debt-reduction plan, run cash flow analysis for retirement, and receive guidance through many other financial situations.

Please join CFP® Office Hours via the RSVP link below. There is no prior RSVP required.

RSVP

CFP® Office Hours

Mar 26, 2021 09:00 AM - 10:00 AM Pacific Daylight Time
Video Conference, Live

As a participant in your 401(k), you have access to independent financial services through a CERTIFIED FINANCIAL PLANNER™. Ask questions on your 401(k) investments, customize a debt-reduction plan, run cash flow analysis for retirement, and receive guidance through many other financial situations.

Please join CFP® Office Hours via the RSVP link below. There is no prior RSVP required.


2021 Know more. Save more. Series: Lowering your taxable income

Mar 23, 2021 01:00 PM - 01:30 PM Pacific Daylight Time
Video Conference, Live
Please join Alisha Wesser, CFP® to discuss opportunities on lowering your taxable income and finding tax deferred growth.  Strategies are different as you progress through life.  Join us to learn what fits your current situation the best!

CFP® Office Hours

Mar 19, 2021 10:30 AM - 11:30 AM Pacific Daylight Time
Video Conference, Live

As a participant in your 401(k), you have access to independent financial services through a CERTIFIED FINANCIAL PLANNER™. Ask questions on your 401(k) investments, customize a debt-reduction plan, run cash flow analysis for retirement, and receive guidance through many other financial situations.

Please join CFP® Office Hours via the RSVP link below. There is no prior RSVP required.


CFP® Office Hours

Mar 12, 2021 09:00 AM - 10:00 AM Pacific Standard Time
Video Conference, Live

As a participant in your 401(k), you have access to independent financial services through a CERTIFIED FINANCIAL PLANNER™. Ask questions on your 401(k) investments, customize a debt-reduction plan, run cash flow analysis for retirement, and receive guidance through many other financial situations.

Please join CFP® Office Hours via the RSVP link below. There is no prior RSVP required.


1st Quarter Legislative and Regulatory Update

Mar 10, 2021 12:00 PM - 12:45 PM Pacific Standard Time
Video Conference, Live

Join RBC and an experienced ERISA attorney for an update on the plan related litigation and legislation that can impact plan sponsors and participants.

Key topics include:

  • Expected 2021 legislation including SECURE Act 2.0
  • Overview of Biden Retirement Proposals
  • Update on Dept. of Labor Enforcement Activity
  • Recap of 2020 Plan Related Litigation

Presenter

Patrick McKiernan, CPFA® | Senior Vice President - Financial Advisor | Consulting Group, RBC Wealth Management

Guest Speaker

Christine P. Roberts, Esq | Partner | Mullen & Henzell LLP


CFP® Office Hours

Mar 05, 2021 11:30 AM - 01:00 PM Pacific Standard Time
Video Conference, Live

As a participant in your 401(k), you have access to independent financial services through a CERTIFIED FINANCIAL PLANNER™. Ask questions on your 401(k) investments, customize a debt-reduction plan, run cash flow analysis for retirement, and receive guidance through many other financial situations.

Please join CFP® Office Hours via the RSVP link below. There is no prior RSVP required.


CFP® Office Hours

Feb 26, 2021 08:30 AM - 10:30 AM Pacific Standard Time
Vice Conference, Live

As a participant in your 401(k), you have access to independent financial services through a CERTIFIED FINANCIAL PLANNER™. Ask questions on your 401(k) investments, customize a debt-reduction plan, run cash flow analysis for retirement, and receive guidance through many other financial situations.

Please join CFP® Office Hours via the RSVP link below. There is no prior RSVP required.


2021 Know more. Save more. Series: Capital Markets Update

Feb 23, 2021 01:00 PM - 01:30 PM Pacific Standard Time
Location To Be Determined

Wes Previant, CFP® will be discussing the current environment and answering frequently asked questions regarding making changes to your retirement portfolios. 


CFP® Office Hours

Feb 19, 2021 08:30 AM - 10:30 AM Pacific Standard Time
Video Conference, Live

As a participant in your 401(k), you have access to independent financial services through a CERTIFIED FINANCIAL PLANNER™. Ask questions on your 401(k) investments, customize a debt-reduction plan, run cash flow analysis for retirement, and receive guidance through many other financial situations.

Please join CFP® Office Hours via the RSVP link below. There is no prior RSVP required.


CFP® Office Hours

Feb 12, 2021 08:30 AM - 10:30 AM Pacific Standard Time
Video Conference, Live

As a participant in your 401(k), you have access to independent financial services through a CERTIFIED FINANCIAL PLANNER™. Ask questions on your 401(k) investments, customize a debt-reduction plan, run cash flow analysis for retirement, and receive guidance through many other financial situations.

Please join CFP® Office Hours via the RSVP link below. There is no prior RSVP required.


2021 Know more. Save more. Series: Financial Success

Feb 09, 2021 01:00 PM - 01:30 PM Pacific Standard Time
Location To Be Determined

Alisha Wesser, CFP® will be working through a financial worksheet on how to organize your financial goals and successfully reach them!


CFP® Office Hours

Feb 05, 2021 08:30 AM - 10:30 AM Pacific Standard Time
Video Conference, Pasadena, California

As a participant in your 401(k), you have access to independent financial services through a CERTIFIED FINANCIAL PLANNER™. Ask questions on your 401(k) investments, customize a debt-reduction plan, run cash flow analysis for retirement, and receive guidance through many other financial situations.

Please join CFP® Office Hours via the RSVP link below. There is no prior RSVP required.


2021 Know more. Save more. Series: Financial Success

Jan 26, 2021 01:00 PM - 01:30 PM Pacific Standard Time
Location To Be Determined

Alisha Wesser, CFP® will be working through a financial worksheet on how to organize your financial goals and successfully reach them!


Employee Student Debt Repayment Programs

Dec 09, 2020 11:30 AM - 12:15 PM Pacific Standard Time
Location To Be Determined

Join our discussion of a powerful new tool for attracting and retaining employees: How employers can use retirement plans to assist employees with paying down student debt.

Panelists: 

  • Tim Machenheimer, Vice President - Student Debt Accounts | Fidelity Retirement Services
  • Wes Previant, CFP®, CPFA | Senior Vice President | RBC Plan Resource Group

Moderated by: Patrick McKiernan, CPFA® | Senior Vice President | RBC Plan Resource Group


The election is over. What impact does this have on my 401(k)?

Nov 18, 2020 12:00 PM - 12:45 PM Pacific Standard Time
Location To Be Determined

Using historical market performance and data Wes Previant, CFP® and Alisha Wesser, CFP®  will have a dynamic discussion surrounding the election and what it means for your 401(k).

 


Caring for your Loved Ones

Oct 21, 2020 12:00 PM - 12:30 PM Pacific Daylight Time
Location To Be Determined

Join us for a discussion between Wes Previant, CFP® and Alisha Wesser, CFP® on the impact of COVID, isolation and caring for your loved ones full-time.  Is this year a preview of the issues we can expect as our loved ones grow older?   This discussion will provide insight on opportunities that may help alleviate the emotional and financial responsibilities surrounding caring for our loved ones.


Retirement Plan Committee Fiduciary Training

Sep 23, 2020 12:00 PM - 01:15 PM Pacific Daylight Time
Location To Be Determined

Helpful and practical insights to assist retirement plan sponsors with establishing and running an impactful retirement plan oversight committee.

Panelists: 

  • Andrew Fawbush, Esq | Partner | Smith, Gambrell & Russell LLP
  • Wes Previant, CFP® | Senior Vice President | RBC Plan Resource Group

Moderated by: Patrick McKiernan, C(k)P® | Senior Vice President | RBC Plan Resource Group