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Bank of America

Bank of America Employees: Elevate Your 401(k) Strategy Now!

Exclusive Webinar for Bank of America Employees:

We will be having a webinar for Bank of America employees on 401(k) allocation. The market has been extremely volatile in recent weeks, so we will be discussing some adjustments you can make to potentially help mitigate some of the negative consequences of that volatility. The webinar will be on: Tuesday, May 7th at 10 AM PST. We’ll cover the many changes happening at Bank of America over the last few months. You can sign up for the webinar by clicking below:

Topic: Bank of America Employees: Avoid 5 Key 401(k) Mistakes: Boost Your Savings
Date: 5/7/2024
Time: 10:00 am PST
Platform: Live Storm
Registration: Link
Hosted by: Patrick Ray

Topics Will Include:

  • Learn how to steer clear of common mistakes that can hinder your 401(k) savings growth.
  • Gain practical strategies to optimize your contribution limits and increase your retirement savings potential.
  • Understand how to avoid pitfalls that may jeopardize your long-term financial security.
  • Learn the fundamentals of asset allocation within your savings plan.

Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage Bank of America employees to secure their spot at the earliest to benefit from this exclusive opportunity.

For more information or to register for the webinar, please visit this Link or call us at: 800-900-5867.

A little bit more about Patrick Ray

Patrick Ray has been working with Bank of America clients for many years and is very familiar with your benefits. His goal is to help Bank of America employees successfully transition into happy retirement. Prior to working with the Retirement Group, Patrick served in the US Navy.

About The Retirement Group

The Retirement Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security to provide financial independence.

Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their dreams.


Disclaimer: Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor.*We are not affiliated with or endorsed by Bank of America. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient. Any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message.

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