GROW! Session for Advisors July 23rd

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Attention financial advisorsGROW! Session for 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 pmRimkus Marciano & Associates
  • Russell’s Steakhouse
  • 6675 Transit Rd
  • Williamsville, NY 14221

Space is limited

Registration:

Click Here

Kevin Donovan

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

Great West

 

 

 

 

Rob Duffey, Vice President | (917) 692-8963

OppenheimerFunds

 

 


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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