Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024
Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024
Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024
Facet Wealth Presents

401(k) 101 Lunch
& Learn

Overview

September kicks off with our Back to School Series, beginning with an entry level course on 401(k) accounts. Get a primer on this popular program that can really make the grade as the foundation of your retirement planning. Whether you’re a beginner when it comes to investing for retirement or an advanced student of investing, you’ll want to watch this master class in 401(k) accounts.

Facet Wealth co-founder and chief evangelist Brent Weiss, CFP®, ChFC®, and Bill Gallagher, CFP®, sat down to to talk about enjoying the retirement you want by making the most of your 401(k).

Originally aired:September 10th, 2020
Hosted by: Brent Weiss, CFP®, ChFC® and Bill Gallagher, CFP®

See for yourself why we’re one of the fastest-growing financial services companies.

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Investment advisory services offered through Facet Wealth, Inc.(“Facet”), an investment adviser registered with the Securities and Exchange Commission (SEC). Such registration does not imply endorsement or approval. Investing involves serious risks and past performance is no guarantee of future performance or success. This is not a solicitation or an offer to buy or sell securities and nothing contained herein should be interpreted as a recommendation or research regarding any investment or investment strategy, legal or tax advice.

Testimonials were provided by current clients of Facet Wealth, Inc. (“Facet”). Clients have not been paid for their testimonial and there are no material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.

Endorsements were provided by promoters or influencers and those individuals were compensated by Facet Wealth, Inc. (“Facet”) and that compensation may have included free or discounted planning services. The endorsement does not guarantee the same or similar experience.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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9 Offer is valid for new Facet Members who open and fund new Facet investment account(s) with a minimum of $5,000 in total within 90 days of signing a planning agreement for service with Facet starting on or after April 1, 2024. Additional Terms and Conditions apply