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• 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