Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.

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New strategies for frozen defined benefit plans

Mar 12, 2024 11:00 AM Eastern Daylight Time - Mar 12, 2024 12:00 PM Eastern Daylight Time
Location To Be Determined

Join us for an informative webinar where guest speakers Gary Burczek and David Sandstead will outline strategies for defined benefit plans.
Hosted by:
Chad Goerner, CFP®, CIMA® Senior Vice President – Financial Advisor
Senior Portfolio Manager – Portfolio Focus Corporate Retirement Director and Senior Institutional Consultant
Stacia Apostolos, AIF®, CPFA™ Financial Advisor
Guest speakers:
Gary Burczek- Actuary, Defined Benefit Plan Solutions

Principal Financial Group
David Sandstead- Regional Vice President – Retirement Services
Principal Financial Group

RSVP to Chad Goerner at or Stacia Apostolos at by Friday, March 8, 2024.