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

 

Their tagline “Personal Attention Will Never Become Obsolete” sums up every interaction with have with their staff at all levels and the commitment and advice we have received from David Graling and Terri McKnight is exceptional.

AAMFT, Christine Michaels |  Chairman, Principal
The American Association for Marriage and Family Therapy (AAMFT)