BFSG University for Somos
Financial Planning Welcome
A 3-minute introduction to the financial planning services offered through BFSG, Somos’ retirement plan consultant.
Navigating Volatile Markets (2023)
A discussion on key considerations for investing when markets become volatile, especially in your 401(k) Plan.
The 7 Pillars of Financial Planning
A case study highlighting the steps to develop a financial plan, with an actual client as the example.