Tomorrow: 401(k) Plan Duties and Liabilities Update

Live Webinars   |   On-Demand   |   All-Access Plan Manage Preferences    |    View in Browser 401(k) Plan Duties and Liabilities Update September   1 1 pm - 2:30 pm ET Presenter: Mario Giganti, President and Chief Investment Officer of Cornerstone Capital Advisors Credits: CPE, HRCI, SHRM, CLE in all states (Credit Details) Can't attend live? By registering, you will be able to view the course live, view a recording at any time for 6 months, or both. Viewing Options: View on your computer, tablet, or smartphone Learn More Register Today Course Description   In this webinar, you'll learn about ERISA fiduciary concepts that impact your 401(k) Plan and best practices for mitigating your organization's exposure to corporate and personal liability. Upon completion of this course, you will be able to: Define key ERISA concepts, including: Automatic enrollment Auto escalation Re-enrollment The use of Qualified Default Investment Alternatives The hiring and monitoring of service providers Fees and expense benchmarking Recognize investment due diligence issues Identify relevant regulatory and legal issues Implement best practices to protect your organization Learn More Register Today About The Presenter   Mario C. Giganti, CPA, CFP®, AIFA®, is the President and Chief Investment Officer of Cornerstone Capital Advisors. Mr. Giganti leads the advisory team that provides consulting and fiduciary advice to retirement plan clients and their participants. Mr. Giganti is an expert in investment procedural prudence and a leading fiduciary analyst for the Centre for Fiduciary Excellence. Mr. Giganti is a graduate of Walsh University. Learn More Register Today All-Access Membership   ● Earn continuing education credit for no additional fee ● Access courses on your computer, tablet, or smartphone ● More than 75 live webinars each month ● More than 750 on-demand courses Learn More Upcoming Webinars Successful Employee Orientation: Your First Step In Keeping New Hires Exceeding Performance Expectations September 6 at 1 pm ET Learn More What Applicant Records Must Be Saved According to the EEOC September 7 at 3 pm ET Learn More The ADA and Workplace Accommodations September 8 at 1 pm ET Learn More Questions? Please call us at 703-372-0550 Our Mailing Address: Clear Law Institute | 933 N. Kenmore St, Ste 320 | Arlington | VA | 22201 Remove me from future emails. Manage email preferences. This email was sent to virginia.duffy.planetduffy@blogger.com. If you are receiving it in error, please reply to this email.

Understanding & Analyzing Financial Statements

Live Webinars   |   On-Demand   |   All-Access Plan Manage Preferences    |    View in Browser Understanding & Analyzing Financial Statements September   21 1 pm - 2:15 pm ET Presenter: Carl Young, Owner of Carl Young Consulting Credits: CPE, HRCI, SHRM (Credit Details) Can't attend live? By registering, you will be able to view the course live, view a recording at any time for 6 months, or both. Viewing Options: View on your computer, tablet, or smartphone Course Reviews: View Testimonials Can't wait? View previously recorded version now Learn More Register Today Course Description   The financial health of a company is indicated in the three required financial statements: Balance Sheet Income Statement Cash Flow Statement This webinar provides an interactive look at these statements and provides simple tools and techniques for understanding & analyzing these statements as the foundation for making key business decisions.  Upon completion of this course, you will be able to: List the core components of financial statements Differentiate between cash and accrual basis accounting Define key accounting concepts, including: Working Capital Cash Management Free Cash Flow Analyze financial statements Identify simple financial statement terminology Recognize signs of business financial health and red flags Utilize relevant ratios to improve profits and productivity Explain the role of ratios, trends, comparisons and cash in business analysis and decisions Essential categories of ratios, including: Profitability Efficiency Liquidity Solvency Cash Course Reviews from Past Attendees 100% of attendees said they would recommend this course to others. "Very easy to understand. Good use of visuals, examples." "I liked the presenter's clarity, public speaking skills, and his ability to distill complex concepts down to useful and usable knowledge." Learn More Register Today About The Presenter   Carl Young is the owner of Carl Young Consulting, where he works as a Speaker, Trainer, Consultant and Business Coach. Mr. Young is the former CFO of a $275M high growth technology company and the CEO of a machine parts manufacturing company Mr. Young has published numerous books on finance and accounting, Carl Young's Rules of the Business Game, Finance and Accounting Made Simple, Rules and Tools for Thriving in Chaotic Times, and a handbook on Small Business Management Made Simple. Mr. Young earned his MBA and completed graduate studies in Accounting & Taxation. Learn More Register Today All-Access Membership   ● Earn continuing education credit for no additional fee ● Access courses on your computer, tablet, or smartphone ● More than 75 live webinars each month ● More than 750 on-demand courses Learn More Upcoming Webinars Ethical Decision Making in Tax and Accounting Practice September 1 at 3 pm ET Learn More Self Directed IRAs And Alternative Assets September 2 at 1 pm ET Learn More Alternative Investments In Tax Advantaged Plans: Advanced Topics September 2 at 3 pm ET Learn More Questions? Please call us at 703-372-0550 Our Mailing Address: Clear Law Institute | 933 N. Kenmore St, Ste 320 | Arlington | VA | 22201 Remove me from future emails. Manage email preferences. This email was sent to virginia.duffy.planetduffy@blogger.com. If you are receiving it in error, please reply to this email.