Managing Fiduciary Risk Seminar Evaluation


Thank You For Attending Our Event: Managing Fiduciary Risk in Your Retirement Plan
 

Please fill out the feedback form below to provide us with your thoughts on the event. We value feedback from our clients and attendees so we can improve our services and continue to offer insights that are valuable in helping our clients improve their financial management. If, for some reason, the form doesn’t work for you or you can’t submit it on the computer, you can also submit your thoughts by downloading a feedback form and submitting it to our Marketing Associate Sam Webster at swebster@grfcpa.com.

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EVENT SPEAKERS


Phil Lazzari headshotPhil Lazzari
UBS Financial Services
Senior Vice President

JenJennifer Miller, Regional Sales Director, Great-West Retirement Servicesnifer Miller
Great-West Retirement Services
Regional Sales Director

 

Amy is more than an auditor for CFED. She is a valuable business advisor helping us navigate through complex regulations and opaque guidance.

Adnan Bokhari |  Chief Financial Officer
The Corporation for Enterprise Development