Bethesda, MD
Alex Assaley is Managing Director at AFS 401(k) Retirement Services, LLC, a HUB International Company.
Why I get up in the morning: Each day, I focus on empowering others by delivering financial know-how, helping them make progress, and improving their financial life. I help make complex retirement plans simple and straightforward for employers and employees.
What I do really well: Developing strategy and collaborating with others to execute goals. I lead our team in creating and delivering proactive, high-quality services for our clients. I love working with positive, optimistic, and forward-thinking professionals. Most of my personal and professional relationships are with individuals and teams that want to do the right thing – for their organization, their people, and their families. At HUB, we have a great team & we best serve organizations that truly care about having valuable retirement and financial benefits for their employees.
I am a member of the National Association of Plan Advisors (NAPA) and its parent organization, the American Retirement Association (ARA), our industry’s national association geared towards retirement-focused advisors and industry professionals. I recently served as the President and member of the Association’s Leadership Council.
What I’m most interested in for the retirement industry today: Financial wellness, retirement readiness, and the future of the 401(k) are some of the biggest trends today. The retirement plan industry has come a long way. Today, we are thinking big about how the employer-sponsored retirement plan aligns and complements a worker’s entire benefits package and full financial picture.
Disclosures:
Financial Planning for the Early Career Radiation Oncologist
Sunday, September 29, 2024
5:02 PM – 5:17 PM ET