This event has passed and was a great success!
Attention financial advisors
:
Come join Pinnacle Plan Design and Rimkus Marciano & Associates at Russell’s Steakhouse for an afternoon of complimentary cuisine and invaluable information to help you better serve your business clients.
- Wednesday, July 23rd
- 11:00 am – 1:00 pm
- Russell’s Steakhouse
- 6675 Transit Rd
- Williamsville, NY 14221
Space is limited
Registration:
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.
Questions:
If you have any questions, please do not hesitate to contact Robbie Petrillo via email or by phone at (520) 618-1960.
Title Sponsors:
Tom Mordaunt, Regional Sales Director | (315) 430-6023
Rob Duffey, Vice President | (917) 692-8963
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.