Jean Chatzky, Lisa Zeeveld, and Amanda Clayman and their associated businesses are not affiliates of any member company of the Principal Financial Group®.
The Presenters gather their data from sources they consider reliable; however, they do not guarantee the accuracy or completeness of the information provided within this presentation. The material presented reflects information known to the Presenters at the time this presentation was written, and this information is subject to change. The Presenters make no representations or warranties, expressed or implied, regarding the accuracy of this material. The views expressed in this material accurately reflect the personal views of the authors and do not necessarily coincide with those of their employers.
The Presenters do not provide accounting, tax or legal advice. The information and material presented herein is provided for educational and informational purposes only and is not intended to constitute accounting, tax or legal advice or to substitute for obtaining accounting, tax or legal advice from an attorney or licensed CPA.
Certified Investment Management Analyst® and Certified Employee Benefits Specialist are educational designations only, obtained by the holder by completing the requisite coursework. The CIMA® and CEBS designations do not mean the holder is acting in fiduciary capacity.
Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Plan administrative services provided by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Bank products and services are provided by Principal Bank®, member FDIC. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392.
Principal®, Principal Financial Group®, and Principal and the logomark design are registered trademarks of Principal Financial Services, Inc., a Principal Financial Group company, in the United States and are trademarks and service marks of Principal Financial Services, Inc., in various countries around the world.
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