We have a learning series
March 30th is our 3 class of 10
Investment focused – entry level
Tackle one topic each session
Focus on an environment where questions are encouraged
You are welcome to come, just rsvp to Andrew_hunt@guiderockcapital.com so I know how many bagels to buy!
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How do you know if an advisor or if a 401(k) plan is what they say they are?
You can look on the sec… but that is kind of cumbersome.
You can just trust that they are telling the truth.
Or there are a few companies that are emerging and trying to cast some clearer light on the issue
Brightscope is one of these – They rate 401(k), Give information on Advisors and firms
Another level of transparency
Free to consumers
Money Desk Top
New in April for our members
Cloud based financial account aggregator and budgeting tool
Integrates with GFCU and our on-line banking system
Neat new alternative others such as Mint.com
Jim’s Twitter: http://twitter.com/#!/jcollison
Andrew’s Twitter: http://twitter.com/#!/AndrewDHunt
Andrew’s Blog: http://gallupfcu.blogspot.com
Contact the show at firstname.lastname@example.org
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Intro and Exit Music from “Motion” by Adelaide. Hear more great tunes at Listentoadelaide.com