Unleash Your 401(k)'s Full Power: Maximize Your Retirement Wealth

Are you truly maximizing your 401(k) to build the robust financial future you deserve? Often your most powerful retirement savings tool, your 401(k) offers incredible tax advantages and the potential for explosive long-term growth. Yet, navigating its complexities can feel overwhelming.

Join us for an eye-opening webinar that will demystify your 401(k) and empower you to make confident, wealth-building investment decisions. In this session, we'll explore:

• The 401(k) Playbook: Get a crystal-clear understanding of how your 401(k) works, including the ins and outs of Traditional vs. Roth options, how to snag that "free money" from employer matching contributions, and the incredible power of tax-deferred growth.
• Decode Your Investments: Learn how to confidently choose investments within your 401(k) that perfectly align with your risk tolerance and your personal retirement timeline.
• Sidestep Costly Mistakes: Discover common 401(k) pitfalls to avoid, such as missing out on your full employer match, playing it too safe with your investments, or making unnecessary withdrawals that can derail your progress. 
• Turbocharge Your Savings: Get practical, proven strategies to boost your 401(k) contributions, understand catch-up contributions if you're eligible, and effectively manage your portfolio for optimal long-term growth. This webinar is a must-attend for employees at any career stage looking to better understand and optimize their 401(k) retirement plan for maximum impact.

As the Director of Retirement Plan Services at Fort Pitt Capital, Nathan helps our retirement plan sponsors meet their fiduciary obligations and their participants achieve retirement goals.

Nathan has A BA from Lycoming College. He began his career in 2003 with a large bank serving in the trust department, where he implemented wealth management strategies and administered trusts and estates. He joined Fort Pitt Capital in 2008.

Nathan is a member of the Financial Planning Association, Trustee of Phipps Conservatory and Botanical Gardens, member of The Valley School of Ligonier Alumni Council, Past Chair and committee member of the Heinz History Center: History Uncorked, Lead Level member of the Visionaries: a collaborative fund at the Community Foundation of Westmoreland County, serves as a trustee of a private foundation, founding member of the Western Pennsylvania Conservancy Emerging Leaders Advisory Committee, and on the Board of the Westmoreland Museum of American Art​.

Nathan lives in South Fayette Township with his wife and son. He enjoys spending time with family and friends, and when time permits shooting a little trap, skeet, or sporting clays.

Bryce has held various positions servicing and consulting with retirement plans during his career. Initially, he was an advisor with a large brokerage firm, then as a Regional Sales Director with a top 10 record-keeper. In his career, Bryce has had the opportunity to work with over 500 retirement plans and thousands of plan participants.

Bryce graduated from the Minnesota State University –Moorhead in 1998 with a degree in Finance. In 2003, he obtained his Certified Investment Management Consultant designation from the Wharton School of Business, University of Pennsylvania. Bryce also obtained his Certified Behavioral Finance Analyst (CBFA) in June 2016. The CBFA program was founded with the goal of empowering people to make better financial decisions and achieve better financial outcomes.

He lives in Windsor, Colorado and enjoys golfing, travelling and spending time with his family.

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Please email events@kovitz.com or call 312.673.7100