Chuyển sang chế độ ngoại tuyến với ứng dụng Player FM !
Need to Know 401(k) Knowledge with Trey Banton of Transamerica - Meet The Expert with Elliot Kallen
Manage episode 380413286 series 2828666
Welcome to Season 2, Episode 23 of Meet the Expert® with Elliot Kallen!Read more: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-23-401k-knowledge-with-trey-banton-from-transamerica/In this episode, Elliot Kallen brings on Trey Banton, a regional Vice President at Transamerica, to discuss makes a 401(k) plan great, key elements to look out for in the process, and what the best fiduciary advisor should be doing for you. Meet with Elliot:https://calendly.com/elliotkallenRead more: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-23-401k-knowledge-with-trey-banton-from-transamerica/Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.
76 tập
Manage episode 380413286 series 2828666
Welcome to Season 2, Episode 23 of Meet the Expert® with Elliot Kallen!Read more: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-23-401k-knowledge-with-trey-banton-from-transamerica/In this episode, Elliot Kallen brings on Trey Banton, a regional Vice President at Transamerica, to discuss makes a 401(k) plan great, key elements to look out for in the process, and what the best fiduciary advisor should be doing for you. Meet with Elliot:https://calendly.com/elliotkallenRead more: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-23-401k-knowledge-with-trey-banton-from-transamerica/Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.
76 tập
Alle episoder
×Chào mừng bạn đến với Player FM!
Player FM đang quét trang web để tìm các podcast chất lượng cao cho bạn thưởng thức ngay bây giờ. Đây là ứng dụng podcast tốt nhất và hoạt động trên Android, iPhone và web. Đăng ký để đồng bộ các theo dõi trên tất cả thiết bị.