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 (2022)

Introducing the new Somos financial planning benefits, followed by 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.

For additional content, please visit our main BFSG University page.