Discover insights into 401(k) plan design for a multigenerational workforce. Find out ways to boost retirement readiness and deal with issues unique to each generation. Understand the best methods of retirement saving from Baby Boomers to Gen Z.
401K EXTRA | RETIRE YOUR WAY
Fran Gillis AIF®, QPFC, PPC, CFWP
Lucas Gillis AIF®, CPFA, CFWP
connect@401kextra.com | 970-225-2001 | www.401kextra.com
Fran Gillis and Lucas Gillis are Investment Advisor Representatives of Dynamic Wealth Advisors dba 401k Extra LLC. All advisory services offered through Dynamic Wealth Advisors. ACR# 3850336 10/21This message and any attachments (the "Message") may contain confidential, proprietary and/or privileged information and are only for their intended recipient(s). If you are not the intended recipient, you should notify the sender and delete the Message. E-mail transmissions cannot be guaranteed to be secure or error-free. This Message is provided for information purposes and should not be construed as a solicitation or offer to buy or sell any securities or financial instruments or to provide investment advice in any jurisdiction where the sender is not properly licensed or permitted to do so. This Message is subject to additional conditions and restrictions.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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