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.
- Friday, May 2nd
- 11:15am – 1:30 pm
- Fleming’s Prime Steakhouse
- 6360 N. Campbell Ave.
- Tucson, Arizona 85718
Space is limited
- Cash balance basics
- Benefits to your business clients
- Situations indicating the need for a CB plan
Attendees will be eligible for one CPE credit hour through the CFP® board.
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.