David Brian Test, CFP®

Wealth Management Advisor

Upcoming Events

Cyber Security: Insights and Strategies

Join us as Ted Schmelzle of Securian Financial examines privacy and security issues facing qualified retirement plans. Topics include a review of data security risks, plan sponsor considerations, emerging trends and the role advisors can play in helping sponsors protect their plans from this growing threat.

Date: Wednesday, July 24, 2019
8:00 AM - 9:30 PM
Location: Bread Winners Cafe and Bakery
4021 Preston Road
Plano, TX 75093
 

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