GROW! Session for Accountants Nov 14

Tax Advantaged Retirement Plan Strategies for Small Businesses

Come join Atlantic Pension Services and Pinnacle Plan Design at Maggiano’s King of Prussia for breakfast and a morning of continuing professional education (CPE) credits.

  • Monday, November 14th
  • 8:00 am – 11:00 am
  • Maggiano’s Little Italy
  • 205 Mall Blvd.
  • King of Prussia, PA 19406

Breakfast is complimentary; space is limited.

Registration - GROW! Session for Accountants 11/14/16

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Presentation: Tax Advantaged Retirement Plan Strategies for Small Businesses

  • Attendees will learn how business owners can strategically utilize employer-sponsored retirement plans to achieve firm goals.
  • Identify when a business owner is in need of a plan review
  • Prerequisites: None

Continuing Professional Education (CPE)

  • 3 Credit Hours through the Pennsylvania State Board of Accountancy

Kevin DonovanSpeaker

Kevin Donovan, CPA, EA, MSPA, FCA, of Pinnacle Plan Design is a leading actuary and national speaker in the pension field, specifically in the area of cash balance plan design and administration.

Sponsor

David Mitchell, Regional Vice President | (610) 710-1081

Transamerica


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

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