Kevin 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
- 2014 Non-Discrimination Testing Symposium & Cash Balance Plans
02/20/2014 – 02/22/2014
San Diego, CA
March
- March’s Featured Speaker for the Financial Planning Association (FPA) of Southern Arizona
03/12/2014
Tucson, AZ
- Conference of Consulting Actuaries 39th Enrolled Actuaries Meeting
03/23/2014 – 03/26/2014
Washington, DC
April
- GROW! Session for Advisors
04/23/2014
Houston, TX
- 2014 NIPA Annual Forum & Expo
04/27/2014 – 04/30/2014
Las Vegas, NV
May
- GROW! Session for Advisors
05/02/2014
Tucson, AZ - Private Event: In-House Training for TPA Client
05/19/2014
Huntington Beach, CA - GROW! Session for Advisors
05/20/2014
Orange County, CA
June
- ACOPA Advanced Actuarial Conference
06/02/2014 – 06/03/2014
Las Vegas, NV - Private Event: In-House Training for Financial Advisors
06/04/2014
Boulder, CO - Private Event: In-House Training for CPA Firm
06/04/2014
Denver, CO - Private Event: In-House Training for Financial Advisors
06/05/2014
Denver, CO - Private Event: In-House Training for Financial Advisors
06/06/2014
Denver, CO - GROW! Session for Advisors
06/06/2014
Denver, CO - June’s Featured Speaker for the Financial Planning Association (FPA) of Greater Phoenix
06/25/2014
Phoenix, AZ
July
- GROW! Session for Advisors
07/21/2014
Syracuse, NY - GROW! Session for Advisors
07/22/2014
Rochester, NY - GROW! Session for Advisors
07/23/2014
Buffalo, NY - ASPPA Western Benefits Conference
07/27/2014 – 07/30/2014
Las Vegas, NV
August
- ACOPA Actuarial Symposium
08/15/2014 – 8/16/2014
Chicago, IL
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
- Conference of Consulting Actuaries Annual Meeting
10/19/2014 – 10/22/14
Rancho Mirage, CA - ASPPA Annual Conference
10/26/2014 – 10/29/14
National Harbor, MD
November
- GROW! Session for Advisors
11/07/2014
San Diego, CA - GROW! Session for Advisors
11/13/2014
San Antonio, TX - ASPPA Benefits Council of Central Texas
11/14/2014
Austin, TX - Western Pension & Benefits Council Seminar On Demand
11/18/2014
Phoenix, AZ - GROW! Session for Advisors
11/18/2014
Scottsdale, AZ
T.
J. 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
- March’s Featured Speaker for the Financial Planning Association (FPA) of Southern Arizona
03/12/2014
Tucson, AZ
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
- Private Event: In-House Training for Financial Advisors
06/04/2014
Boulder, CO - Private Event: In-House Training for CPA Firm
06/04/2014
Denver, CO - Private Event: In-House Training for Financial Advisors
06/05/2014
Denver, CO - Private Event: In-House Training for Financial Advisors
06/06/2014
Denver, CO - June’s Featured Speaker for the Financial Planning Association (FPA) of Greater Phoenix
06/25/2014
Phoenix, AZ
September
- GROW! Session for Advisors
09/10/2014
Scottsdale, AZ
Sheri 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
- GROW! Session for Advisors
11/12/2014
Houston, TX