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Events For Plan Sponsors

Prime Capital Financial Denver

Retirement Plan Events For Plan Sponsors

Staying ahead as a retirement plan sponsor requires more than just keeping up. It requires access to timely insights, practical strategies, and meaningful conversations with industry experts.

At Prime Capital Financial Denver, our events are designed specifically for plan sponsors and business leaders who are responsible for the success of their organization’s retirement plan. Through a mix of in-person workshops, roundtable discussions, and educational sessions, we provide a forum to explore the topics that matter most—from fiduciary best practices and regulatory updates to plan design, participant engagement, and financial wellness.

These events are built to be practical, collaborative, and actionable. You’ll gain insights you can implement immediately, connect with peers facing similar challenges, and walk away with new ideas to help strengthen your retirement program and better support your employees.

Browse our upcoming events below and join us for a conversation that goes beyond theory. These events are focused on helping you build a more effective, competitive retirement plan.

Contact Us

Upcoming Events

Fiduciary Focus: What Plan Sponsors Need to Know About ERISA
Presented by J.P Morgan

August 5
10:00 – 11:00 AM
SHRM & HRCI Eligible – 1 CE Credit

Register Now For The Virtual Webinar

Top Defined Contribution Trends and Developments
Presented by Janus Henderson and Co-sponsored by Fidelity

August 26
11:45 AM– 12:45 PM
SHRM & HRCI Eligible – 1 CE Credit

Register Now For The Lunch & Learn

Fiduciary 101
Presented by T. Rowe Price

Details Coming Soon!

Previous Webinars

The Reish Brief

Clear Guidance in a Noisy Market – Making Sense of the Markets

The 401(k) Debate: Why Private Investments Could Change Retirement Saving

Your Prime Capital Financial Denver Team

The financial advisors at Prime Capital Financial Denver each have different accreditations, backgrounds, focus areas, and experiences which they use collaboratively to help clients. We invite you to browse through these individual pages to learn more about each team member and their approach to their work.

Name

Sean Clancy, CPWA®, AIF®

Name

Alec Giesting, CFP®

Name

George Maniatis, CPFA™️/QPFC, AAMS®

Name

Kenji Noguchi, CPFA®®

Name

Matt Waters, CFP®, AIF®

Name

Lori Pescatore

Name

Gage Kemsley, CFP®

Lindsey-Kemsley-Prime-Capital-Financial-Denver

Name

Lindsey Kemsley, MALM, SHRM-SCP®

Name

Dima Sawaf

Jack-Souder-Headshot-Prime-Capital-Financial

Name

Jack Souder

Let’s take the next steps together

Call Us For a Complimentary Consultation

1.800.493.6226

What we can do for you

By having a financial plan in place that matches your goals, your family make-up, your stage of life, your retirement desires, and your appetite for (or aversion to) market risk; you can feel more confident. These are just some of the services we offer as part of your customized financial plan. We also offer services to businesses, such as 401(k) plan management.

8480 E Orchard Rd #6900 • Greenwood Village, CO 80111
Toll Free: 1 (800)-493-6226 • Local: (303) 771-2700 • Fax: (303) 771-2701

Our Services

  • Wealth Management
  • Financial Consulting
  • Financial Planning
  • Retirement Planning
  • Tax Loss Harvesting
  • Helping to Reduce Taxable Income
  • Managing Investments
  • Estate Planning & Trusts
  • Helping to Reduce Capital Gains Tax
  • Access to Private Investments
  • Business Services
  • 401(k) Plan Management

When is the last time you updated your plan?

Whether you need help putting together your first financial plan, want a second opinion on your current plan, want to explore alternative investments in your portfolio, are getting ready to retire in the next few years, or just have more questions for us, please send us a message!

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This information does not constitute legal advice. Prime Capital Financial and its associates do not provide legal advice. Individuals should consult with an attorney regarding the applicability of this information for their situations.

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory.