General Membership Meeting + CLE (February 2022)

GENERAL MEMBERSHIP MEETING

February 2022

401(k) 101: Tips for Utilizing Employer Benefits

Presentation Synopsis.

If you have ever felt confused or overwhelmed by your retirement options, or you simply do not know where to even start, tune into this informative CLE presented by financial and retirements benefits expert, Harsh S. Agarwal. Learn how you can best utilize your benefits to identify new goals and set you up for long-term success long after you have exited the paralegal field.

Speaker.

Harsh S. Agarwal, Wealth Advisor at Bernstein Private Wealth Management

Harsh S. Agarwal has been educated and trained to advise on employer benefits at several major corporations. He is an accomplished Wealth Advisor in the Dallas area, and holds a background in banking, finance, and wealth consulting. Hailing from New York, Agarwal now serves as a Board Member of the North Dallas Chamber of Commerce, and fosters dogs with his wife, Jill Spytman, who currently holds the position of DAPA's Programs VP. 

CLE Credit

1.0 hour of General paralegal CLE credit issued through DAPA 

ZOOM MEETING INFO

The Zoom meeting details and link will be provided in your registration confirmation email and your event reminder email.  Please make sure and add the event and Zoom link to your calendar.