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