GROW! Session for Advisors Feb 25th

GROW! Session for AdvisorsInsight to Help Grow Your Retirement Plan Business

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Come join InWest Retirement Solutions and Pinnacle Plan Design at Fogo de Chao for an afternoon of complimentary Brazilian cuisine and invaluable information to help you better serve your business clients.

  • Thursday, February 25th, 2016
  • 11:00 am – 1:00 pm
  • Fogo de Chao Brazilian Steakhouse
  • 309 E. 3rd St.
  • Austin, TX 78701

Valet parking is included. Lunch is complimentary. Space is limited.

Registration - GROW! Session for Advisors 2/25/16

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Topics Covered

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

Continuing Education

  • 1 CFP® Credit Hour

Speakers

  • Lynn Young, EA, MSPA, MAAA is a leading actuary in the pension field, specifically in the area of cash balance plan design and administration.
  • Robbie Petrillo, QKA consults with advisors to determine retirement plan opportunities for their clients.

Sponsors

Nationwide

Scott Maiberger, Regional VP | (512) 541-0857

 

Janus Capital Group Logo

Ryan McConeghy, Regional Sales Director | (303) 523-0151

Legg Mason Logo

Cara Magliocco, Sales Director | (512) 213-9983

 


 Questions

If you have any questions, please do not hesitate to contact Marta Hurst via email.


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), as well as Houston, Texas (TX) and Columbus, Ohio (OH), and we proudly serve businesses nationwide.

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