TRAU™, The Retirement Advisor University at UCLA Anderson School of Management Executive Education.
at UCLA
Joined August 2015
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ONLY 🔟 SEATS REMAIN for the Fall 2023 TRAU - The Retirement Advisor University Session❗Classes will take place on-campus at UCLA Anderson School of Business.
Sign-up here: lnkd.in/d2nbiRyB
#retirement #401k #financialadvisor #wealthmanager
#TRAUSpring2023 | The TRAU UCLA Campus Sessions will kick off on Wednesday, May 3, 2023. The Sessions will conclude on Friday, May 5, 2023.
trauniversity.com/ckp-certif…
#TRAUSpring2023 | Have you registered for our TRAU Spring 2023 UCLA Campus Session yet?
UCLA Anderson, Los Angeles, CA
Wednesday, May 3, 2023 8:00 AM - Friday, May 5, 2023 3:30 PM
Click here to register NOW: lnkd.in/eQpky4pj
#TPMI2023 | C(k)P Designation holders who attend TPMI half-day programs will receive 6 hours of CE credit which would satisfy their in-person annual requirement...
Register: trauniversity.com/tpmi-20230…
#sales #opportunity #experience #environment #learning #CkP #TPSU
#401KtvNews | "Personalized financial advice is coming to the forefront in many companies.
When it comes to personal finances, Americans are now seeking a..."
#money #interestrates #finances #inflation
401ktv.com/personalized-fina…
#TRAUSpring2023 | Have you registered for our TRAU Spring 2023 UCLA Campus Session yet?
UCLA Anderson, Los Angeles, CA
Wednesday, May 3, 2023 8:00 AM - Friday, May 5, 2023 3:30 PM
Click here to register NOW: lnkd.in/eQpky4pj
TRAU Spring 2023 UCLA Campus Session, UCLA Anderson, Los Angeles, CA Wednesday, May 3, 2023 8:00 AM - Friday, May 5, 2023 3:30 PM
Click on the link below to apply and we will contact you with more information.
trauniversity.com/ckp-certif…
#401ktvNews | "Financial uncertainty is not a comfortable to place to be in starting calendar year 2023. On the brink of financial uncertainty – we sit facing Rising Interest Rates, a Crypto Meltdown, Record-setting Inflation..."
401ktv.com/financial-uncerta…
#TRAUSpring 2023 UCLA Campus Session | UCLA Anderson, Los Angeles, CA Wednesday, May 3, 2023 8:00 AM - Friday, May 5, 2023 3:30 PM
#ckp #rpa #trau #advisors #finance
Apply here! lnkd.in/d2nbiRyB
#401ktvNews | Employee benefits have a long history of helping employers to Attract, Retain and Motivate a company workforce. Today’s human capital needs are no different – however things are different in the Labor Markets...
Click to read more: 401ktv.com/employee-benefits…
#401ktvNews | "The challenges facing retirement income and asset decumulation are many, however, more people today are looking to make their defined contribution plan assets look and act more like a traditional pension plan..."
401ktv.com/retirement-income…
#401ktvNews | "American workers are looking to the firm’s employee benefits package for a large part of their financial health and well-being. Employee benefits should address physical and mental health; however, many employees report their company's …"
401ktv.com/employee-benefits…
#401ktvNews | "Retirement Plan Advisors engage in a symbiotic relationship with 401(k) plan recordkeepers. The advisor/recordkeeping relationships are..."
ow.ly/BO2O50Lcz2k
#TRAUWebsite | Advisors, we've just launched our new website!
Check us out at: lnkd.in/dc89hSKx for all TRAU information.
Also, register for the
TRAU Fall 2022 UCLA Campus Session at UCLA Anderson
Wednesday, November 9, 2022 8:00 AM - Friday, November 11, 2022 3:30 PM
#401ktvNews | "State driven mandates are on the rise in the Defined Contribution world. States are actively establishing requirements for small businesses, and the existing rules and proposed legislation..."
Click to read more: 401ktv.com/state-driven-mand…
#TRAUFall2022 | #MeetOurTRAUInstructors
Eric Sussman is an Adjunct Professor of Accounting, at UCLA’s Anderson School of Management.
Click the link to register for the upcoming TRAU Fall 2022 UCLA Campus Session! lnkd.in/eb3EiHVg
