Gelman, Rosenberg & Freedman CPAs will host Phil Lazzari, senior vice president of UBS Financial Services, and Jennifer Miller, regional sales director of Great-West Retirement Services, in a Tuesday, April 16 discussion to provide nonprofit organizations with strategies for managing the fiduciary risk in their retirement plans.


Gelman, Rosenberg & Freedman

4550 Montgomery Avenue NW, Suite 650N

Bethesda, MD 20814