401(k) Specialist Issue 3 - 2022 - 11

401(k) PRACTICAL TIPS
6 Gotta check a bag? Sneak in an air
tag. Checked baggage is so unreliable
these days.
7 Have you lost your ID while traveling?
Keep a picture of your driver's license
on your phone and a spare check in
your bag that shows your name and
address. This is all that TSA needs
to verify your identity. Just arrive
early; you'll have to undergo extensive
screening (tested by yours truly three
different times).
8 Big conference, with lots of walking?
Pack sandals in your backpack, and
then slide your heels on once you arrive
at the convention center.
9 Dress for the client. Period, end of
story. Wear logo polos and black jeans
to stay presentable but relatable if
it's a casual team. If it's a more formal
client, step up your game with business
professional attire.
10 Gas Station Awards
a. Best Pizza-Casey's
b. Best Hotdogs-Thorntons
c. Best Calzone-Speedway
11 Never, ever let your TSA pre-check
expire.
12 Always book the first flight out in the
morning for dependable travel. Flights
later in the day are more likely to be
delayed/canceled.
13 Are you delivering group 401(k) education?
Start by encouraging everyone to
download the app on their phone. They
should be logged in and ready for their
individual meeting before sitting down
with you. Most of the time, a laptop
isn't even needed. With fully functional
apps, you can reach maximum efficiency
by guiding them on their own phone.
14 The ultimate backup to the backup.
Keep key presentations on this
jump drive on your key chain.
15 Big finalist? Get a Mi-Fi and be logged
in and running before entering the conference
room. Instead of an awkward
scramble getting on their internet, you
can be laughing and networking with
the committee.
16 Leave your phone behind in an Uber?
Change your iPhone's " lost message "
to a colleague's number. When the
driver calls you, have someone else
pay for them to uber the phone to your
destination.
17 When in Vegas for a conference, always
take a picture of your hotel room
number on your phone. Trust me, you'll
forget it later.
18 Too much fun networking? Irish exit,
so no one can talk you out of it. You'll
thank yourself later.
Jeanne J. Sutton, CFP, CPFA, MBA Is a
Managing Director with Strategic
Retirement Partners (SRP).
ISSUE 3 2022 | 401kSpecialist.com
11

http://www.401kSpecialist.com

401(k) Specialist Issue 3 - 2022

Table of Contents for the Digital Edition of 401(k) Specialist Issue 3 - 2022

Table of Contents
401(k) Specialist Issue 3 - 2022 - Cover1
401(k) Specialist Issue 3 - 2022 - Table of Contents
401(k) Specialist Issue 3 - 2022 - 1
401(k) Specialist Issue 3 - 2022 - 2
401(k) Specialist Issue 3 - 2022 - 3
401(k) Specialist Issue 3 - 2022 - 4
401(k) Specialist Issue 3 - 2022 - 5
401(k) Specialist Issue 3 - 2022 - 6
401(k) Specialist Issue 3 - 2022 - 7
401(k) Specialist Issue 3 - 2022 - 8
401(k) Specialist Issue 3 - 2022 - 9
401(k) Specialist Issue 3 - 2022 - 10
401(k) Specialist Issue 3 - 2022 - 11
401(k) Specialist Issue 3 - 2022 - 12
401(k) Specialist Issue 3 - 2022 - 13
401(k) Specialist Issue 3 - 2022 - 14
401(k) Specialist Issue 3 - 2022 - 15
401(k) Specialist Issue 3 - 2022 - 16
401(k) Specialist Issue 3 - 2022 - 17
401(k) Specialist Issue 3 - 2022 - 18
401(k) Specialist Issue 3 - 2022 - 19
401(k) Specialist Issue 3 - 2022 - 20
401(k) Specialist Issue 3 - 2022 - 21
401(k) Specialist Issue 3 - 2022 - 22
401(k) Specialist Issue 3 - 2022 - 23
401(k) Specialist Issue 3 - 2022 - 24
401(k) Specialist Issue 3 - 2022 - 25
401(k) Specialist Issue 3 - 2022 - 26
401(k) Specialist Issue 3 - 2022 - 27
401(k) Specialist Issue 3 - 2022 - 28
401(k) Specialist Issue 3 - 2022 - 29
401(k) Specialist Issue 3 - 2022 - 30
401(k) Specialist Issue 3 - 2022 - 31
401(k) Specialist Issue 3 - 2022 - 32
401(k) Specialist Issue 3 - 2022 - 33
401(k) Specialist Issue 3 - 2022 - 34
401(k) Specialist Issue 3 - 2022 - 35
401(k) Specialist Issue 3 - 2022 - 36
401(k) Specialist Issue 3 - 2022 - 37
401(k) Specialist Issue 3 - 2022 - 38
401(k) Specialist Issue 3 - 2022 - 39
401(k) Specialist Issue 3 - 2022 - 40
401(k) Specialist Issue 3 - 2022 - 41
401(k) Specialist Issue 3 - 2022 - 42
401(k) Specialist Issue 3 - 2022 - 43
401(k) Specialist Issue 3 - 2022 - 44
401(k) Specialist Issue 3 - 2022 - Cover3
401(k) Specialist Issue 3 - 2022 - Cover4
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