Financial Planning Series

with Dave Pundick of Waypoint Benefits and Financial

Please use the form below to register for the webinar(s) of your choosing. Once registered, you will receive an invitation to the webinar.

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Dave PundickCFP®
Vice-President, Group Retirement Services

Dave manages the Group Retirement division at Waypoint Benefits & Financial Services, collaborating closely with employers who provide group retirement savings plans for their employees. Employers value his team’s hands-on approach to understanding their plan goals, employees’ objectives, and retirement expectations.

Connect with Dave: