2014 Events

Kevin DonovanKevin Donovan, managing member of Pinnacle Plan Design specializes in designing retirement plans to maximize the benefits for business owners and principals. Kevin is a leading actuary in the pension field, specifically in the area of cash balance plan design and administration.

Below are a few events at which Kevin spoke in 2014. If you would like to learn more about any of the events below, please fill out the form at the bottom of this page.

February

March

April

May

June

July

August

September

  • GROW! Session for Advisors
    09/23/2014
    St. Louis, NV
  • Private Event: In-House Training for TPA Client
    09/24/2014
    Atlanta, GA
  • RPA ProSeries for Advisors
    09/24/2014
    Atlanta, Georgia

October

November

T.TJ OrrJ. Orr, partner at Pinnacle Plan Design has played a significant role in making Pinnacle a recognized leader in the area of retirement plan design and administration, specifically in the area of defined contribution plans.

Below are a few events at which T.J. spoke in 2014. If you would like to learn more about any of the events below, please fill out the form at the bottom of this page.

March

May

  • Employee Benefit Plan Seminars with BeachFleischman, PC
    05/14/2014, 8-11am or 1-4pm, Tucson, AZ
    05/15/2014, 8-11am or 1-4pm, Phoenix, AZ

June

September

Sheri AlsguthSheri Alsguth focuses on the design, implementation and ongoing administration of defined benefit plans. Her 26+ years of retirement plan experience make her a valuable asset to the Pinnacle team.

November

 

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