WALTHAM, Mass. – A seminar on Retirement Plan Fiduciary Best Practices will be held June 12 as part of the Rhode Island Breakfast Series sponsored by the Smaller Business Association of New England.
Featured speakers are David Waldo and Robin Dziuba of Merrill Lynch. Waldo has 25 years of experience in the financial services industry. He previously had a law practice and was president of Regency Financial Group, a financial planning and employee benefits consulting firm.
Dziuba is a certified financial planner, a certified investment management analyst and a retirement planning counselor.
The event will be held at the Crown Plaza Hotel in Warwick, beginning with a breakfast, from 7:30 a.m. to 9:30 a.m. Cost is $30 for members and $60 for non-members of SBANE in advance, and $40 for members and $70 for non-members at the door.
To register call 781-890-9070.
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