GROW! Session for Advisors May 2

This event has passed and was a great success!

Attention financial advisors:

Come join Pinnacle Plan Design at Fleming’s Prime Steakhouse for an afternoon of complimentary delicious cuisine and invaluable information to help you better serve your business clients.

Kevin J. Donovan

  • Friday, May 2nd
  • 11:15am – 1:30 pm
  • Fleming’s Prime Steakhouse
  • 6360 N. Campbell Ave.
  • Tucson, Arizona 85718

Space is limited


Kevin J. Donovan, CPA, EA, MSPA is a leading actuary and national speaker in the pension field, specifically in the area of cash balance plan design and administration.

Topics Covered:

  • Cash balance basics
  • Benefits to your business clients
  • Situations indicating the need for a CB plan

Continuing Education:

Attendees will be eligible for one CPE credit hour through the CFP® board.


Transamerica logo

Dan Roger,
Regional Vice President of Emerging Markets

Mike Staples, VP Senior Retirement Consultant

Mike Staples,
VP Senior Retirement Consultant


If you have any questions, please do not hesitate to contact Robbie Petrillo via email or by phone at (520) 618-1960.

Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting. Pinnacle has a local presence in Tucson and Phoenix, Arizona (AZ), Houston, Texas (TX), and Denver, Colorado (CO), and we proudly serve clients nationwide.


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