Solution for Managing A Client's Held-Away 401
(k) Assets
(k) Assets
Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -
Thursday, January, 13 • ET • 60 minutes

David Goldman
Chief Business Officer Feex
What You'll Learn
There’s now a solution that can empower you to manage a clients’ held-away holdings such as those held in a 401(k). Join me for this webinar to see how the FeeX platform can enable you to execute a sell, buy or exchange order on behalf of…