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Need to Know 401(k) Knowledge with Trey Banton of Transamerica - Meet The Expert with Elliot Kallen
Manage episode 380413286 series 2828666
Welcome to Season 2, Episode 23 of Meet the Expert® with Elliot Kallen!Read more: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-23-401k-knowledge-with-trey-banton-from-transamerica/In this episode, Elliot Kallen brings on Trey Banton, a regional Vice President at Transamerica, to discuss makes a 401(k) plan great, key elements to look out for in the process, and what the best fiduciary advisor should be doing for you. Meet with Elliot:https://calendly.com/elliotkallenRead more: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-23-401k-knowledge-with-trey-banton-from-transamerica/Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.
60 episodes
Manage episode 380413286 series 2828666
Welcome to Season 2, Episode 23 of Meet the Expert® with Elliot Kallen!Read more: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-23-401k-knowledge-with-trey-banton-from-transamerica/In this episode, Elliot Kallen brings on Trey Banton, a regional Vice President at Transamerica, to discuss makes a 401(k) plan great, key elements to look out for in the process, and what the best fiduciary advisor should be doing for you. Meet with Elliot:https://calendly.com/elliotkallenRead more: https://prosperityfinancialgroup.com/meet-the-expert-with-elliot-kallen/season-2-episode-23-401k-knowledge-with-trey-banton-from-transamerica/Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.
60 episodes
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