Episode 92
How to Speak 401(k) With Your Clients
Human-centric Investing Podcast · Hartford Funds
March 8, 202325m 38s
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Show Notes
Don’t let retirement-plan market jargon intimidate you. Rick Unser, partner and managing director at Creative Planning, returned to the podcast to teach us how to speak 401(k) to capitalize on this growth opportunity.
Rick Unser is not affiliated with Hartford Funds