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BEGIN:VEVENT
DTSTART:20200312T153000Z
DTEND:20200312T163000Z
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SUMMARY:The Fixed Fee Revolution is Here! and Has Transformed Personal Wealth Management and Small Business 401(k)s for Substantial Savings
DESCRIPTION:The Fixed Fee Revolution is Here! \n\nToday's Efficient Wealth Management is the New Normal\n\n\n\n\n\nAdvancing financial technology has raised impact and priority of updating the legacy percentage on assets fee structure in your current wealth plan with a low fixed annual fee.\n\n\n\nLearn how replacing the 30 year old legacy percentage on asset fee structure or "wrap fee" in your current wealth plan and small business 401(k) can unlock tens of thousands of dollars in annual savings year after year.\n\n\n\nUnder the old percentage on assets fee structure the dollar amount of the fees fluctuate and rise directly with your account values. As a result\, each time the markets rise the dollar amount of the fee also rises year after year..\n\n\n\nA Low Fixed Annual Fee Changes All of That\n\n\n\nToday's Advancing Financial Technology has ushered in a low fixed annual fee to replace the 30 year old percentage on asset advisory fee that can devour over 30% of your net spendable income in retirement.\n\n\n\nLow Fixed Fee alternatives in the personal wealth and 401(k) marketplace offer the potential for significantly higher net returns on participant plan balances and higher net income in retirement.\n\n\n\nThe small business 401(k) marketplace has \n\nbeen transformed with a low fixed fee alternative to the multi-layered percentage on asset based fees that can weigh heavily on participant net returns.\n\n\n\nThis valuable presentation will provide information on the latest developments that financial technology has delivered to the wealth management marketplace and how today's efficient wealth management can help you advance from the past and reveal your potential to capture substantially higher net returns across all of your investments.
X-ALT-DESC;FMTTYPE=text/html:&nbsp\;\n<div style="text-align:center"><span style="font-size:18px"><strong>The Fixed Fee Revolution is Here!&nbsp\;<br />\nToday&#39\;s Efficient Wealth Management is the New Normal</strong></span><br />\n<br />\n<br />\nAdvancing financial technology has raised impact and priority of updating the legacy percentage on assets fee structure in your current wealth plan with a low fixed annual fee.<br />\n<br />\nLearn how replacing the 30 year old legacy percentage on asset fee structure or &quot\;wrap fee&quot\; in your current wealth plan and small business 401(k) can unlock tens of thousands of dollars in annual savings year after year.<br />\n<br />\n<span style="background-color:rgb(255\, 255\, 255)\; color:rgb(51\, 51\, 51)\; font-family:sans-serif\,arial\,verdana\,trebuchet ms\; font-size:13px">Under the old percentage on assets fee structure the dollar amount of the fees fluctuate and rise directly with your account values. As a result\, each time the markets rise the dollar amount of the fee also rises year after year..</span><br />\n<br />\n<span style="background-color:rgb(255\, 255\, 255)\; color:rgb(51\, 51\, 51)\; font-family:sans-serif\,arial\,verdana\,trebuchet ms\; font-size:13px"><span style="font-size:18px"><strong>A Low&nbsp\;Fixed Annual Fee Changes All of That</strong></span></span><br />\n<br />\n<span style="background-color:rgb(255\, 255\, 255)\; color:rgb(51\, 51\, 51)\; font-family:sans-serif\,arial\,verdana\,trebuchet ms\; font-size:13px">Today&#39\;s Advancing Financial Technology has ushered in a low fixed annual fee to replace the 30 year old percentage on asset advisory fee that can devour over 30% of your net spendable income in retirement.</span><br />\n<br />\nLow Fixed Fee alternatives in the personal wealth and 401(k) marketplace offer the potential for significantly higher net returns on participant plan balances and higher net income in retirement.<br />\n<br />\nThe small business 401(k) marketplace has&nbsp\;<br />\nbeen transformed with a low fixed fee alternative to the multi-layered percentage on asset based fees that can weigh heavily on participant net returns.<br />\n<br />\nThis valuable presentation will provide information on the latest developments that financial technology has delivered to the wealth management marketplace and how today&#39\;s efficient wealth management can help you advance from the past and reveal your potential to capture substantially higher net returns across all of your investments.</div>\n
LOCATION:Pitt Greenville Chamber of Commerce 302 S Greene St\, Greenville\, NC 27834 Main Conference Room
UID:e.840.10979
SEQUENCE:3
DTSTAMP:20260420T013936Z
URL:https://business.greenvillenc.org/events/details/the-fixed-fee-revolution-is-here-and-has-transformed-personal-wealth-management-and-small-business-401-k-s-for-substantial-savings-10979
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