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Questions? Contact us 1-855-4FINDEC
About FinDec
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Posts by category
Category:
Blog
July 2022 Webinar: Biggest Lessons Learned from 30 Years in Finance
CalSavers | Important Deadlines & Initial Steps
Investing 101 Learning Series
March 2022 Webinar: Talking Taxes
Why Military Vets Can Make Outstanding Business Leaders
4 Steps You Can Take to Get Your Retirement Savings Plan on the Right Track
January 2022 Webinar: What Matters Most to the Markets
Introverts Vs. Extroverts: Where Are Effective Leaders on the Spectrum?
December 2021 Webinar: Financial Guidance
Michael E. Lee accepted into Forbes Business Council
November 2021 Webinar: Retirement Redefined
October 2021 Webinar: Financial Planning 101
September 2021 Webinar: HR Post COVID
August 2021 Webinar: Education Costs and How to Prepare
July 2021 Webinar: Advantages of Having a Board of Directors
Pros and Cons of 401(k) Brokerage Options
June 2021 Webinar: Current Events: Government Relations Update
May 2021 Webinar: Wealth Strategies Post-Pandemic
How’s Congress Addressing Retirement?
January 2021 Webinar, CalSavers – Is it a simple, trusted way to save for retirement?
Should you consider purchasing long-term care insurance? It depends on your situation.
Key Things You Should Know About Enrolled Retirements Plan Agents (ERPA)
It’s Financial Planning Month: What Should You Be Thinking About?
5 Reasons you Might Want to Take Another Look at Your Small Business Retirement Plan
The Nuances of Where Things Stand with the Current Economy
5 Tips for Stepping Up Your Budgeting and Savings Game
Client Market Update as of March 18th, 2020
Category:
FinDec In The News
A 401k Rollover Reckoning
7 Fiduciary Duties 401k Plan Sponsors Overlook And What They Can Do To Address Them
Category:
News
Market Volatility & Bonds
May In the Loop
April In the Loop
FinDec Named to the NAPA Top Retirement Plan Advisor Listfor 2021
What Matters Most to the Markets: Social Security, Federal Reserve Board
What Matters Most to the Markets: Congress and Securities & Exchange Commission
Michael E. Lee – Providing Comprehensive Financial Planning & Wealth Management
2021 Third Quarter Newsletter
Need Cash? Your Brokerage Account May Offer a Handy Solution
2021 Second Quarter Newsletter
How To Keep Your Financial Planning on Track in 2021
NAPA Names it’s Top DC Advisor Teams of 2020
FinDec announces new ownership led by current CEO, top executives
Category:
Newsletters
2021 First Quarter Newsletter
2020 Fourth Quarter Newsletter
2020 Third Quarter Newsletter
2020 Second Quarter Newsletter
2020 First Quarter Newsletter
2019 Fourth Quarter Newsletter
2019 Third Quarter Newsletter
2019 Second Quarter Newsletter
2019 First Quarter Newsletter
Category:
Webinars
Remote Work & the New Landscape with Bizhaven: HR Consultants
April 2021 Webinar, Health Insurance 101
March 2021 Webinar, Employee Whole Life Insurance
February 2021 Webinar, CalSavers – What you need to know