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 Donovan

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

Space is limited

Speaker:

Kevin 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.

Sponsors:

Transamerica logo

Dan Roger,
Regional Vice President of Emerging Markets

Mike Staples, VP Senior Retirement Consultant

Mike Staples,
VP Senior Retirement Consultant

Questions:

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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