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FREE Webinar: Making Informed Decisions During a Pandemic and a Volatile Market
Tuesday, June 16, 2020, 10:30 AM - 11:30 AM PST
Category: Live Webinar

 

- THIS CLASS HAS BEEN CANCELLED. WE WILL RESCHEDULE FOR A LATER DATE.  

Making Informed Decisions During a Pandemic and a Volatile Market


Attention: CEO’s, CFO’s and HR Managers

This seminar will help you to understand Market Volatility, The Effects Of A Volatile Market On A 401(k) or 403(b) and will provide answers and helpful advice on getting the most from your retirement plan.  We will also discuss how to effectively meet your fiduciary responsibilities under ERISA during an uncertain market.

 

Meet the Presenters:

 

 About the presenter 

Jesse McLeod, CRPS, is an Associate Account Executive with Mutual of America. He has over 8 years of experience as a nonprofit 401(k) & 403(b) retirement plan consultant and has completed FINRA Series 6, Series 63 and Chartered Retirement Plan Specialist (CRPS) designation requirements.  Jesse has worked directly with Hospice and long-term health care providers throughout Northern California to implement retirement plan best practices.

  

 

 About the presenter

Abbas Moloo is the Senior Field Vice President at Mutual of America Financial Group.  Abbas, is also a Chartered Retirement Plan Specialist (CRPS), and has completed FINRA Series 6, Series 63 and Series 26 requirements.  Abbas has been in the financial services sector for almost 20 years. Abbas graduated with a BA in Risk Management and Insurance from Temple University, Philadelphia.

 

Mutual of America has specialized in providing retirement plan products and services to not-for- profit organizations and their employees since 1945. Utilizing local offices with non-commissioned consultants, they offer a wide variety of retirement savings plans, including 401(k), 403(b), and Section 457(b) deferred compensation plans.