Lunch and Learn: Fiduciary Training
Allen Capital Group / Unity Eye Care 3540 Praireview St, Grand Island, NE, United StatesKent Koch and Michael Stanton bring extensive expertise to fiduciary training for Allen Capital Group. Both presenters hold the Certified Plan Fiduciary Advisor (CPFA®) designation, demonstrating their dedication to guiding clients through the complex requirements of ERISA and DOL. Together, Kent and Michael have over 30 years of experience in the retirement plan industry, where […]