Technology to help you manage held away 401(k) Assets
Guest Expert: Dave Goldman, Pontera
Date:
Webinar Replay Description
I am delighted to have had the Pontera platform (p.k.a. Feex) back to show you how you can use their solution to manage a clients’ held-away holdings such as those held in a 401(k).
Comments
A few comments from listeners:
I think this will be a marketing / biz dev tool going forward by leading withe the 401k and then going to personal financial planning versus the opposite. I will likely use this.
- William H.
Way to solve an troublesome and time consuming problem.
- Paul H.
Introduced a very promising and much needed service.
- Barbara B.
I think this will be a marketing / biz dev tool going forward by leading withe the 401k and then going to personal financial planning versus the opposite. I will likely use this.
- William H.
Way to solve an troublesome and time consuming problem.
- Paul H.
Introduced a very promising and much needed service.
- Barbara B.
10.26.2022 - Technology
Attendees Comments:
I think this will be a marketing / biz dev tool going forward by leading withe the 401k and then going to personal financial planning versus the opposite. I will likely use this.
- William H.
Way to solve an troublesome and time consuming problem.
- Paul H.
Introduced a very promising and much needed service.
- Barbara B.