GROW! Session for Advisors July 13th

Insight to help your business clients reduce their income tax liability and put away significantly more money for a comfortable retirement.

Attention Financial Advisors & Accountants: Come join FJC & Associates and Pinnacle Plan Design at the Heritage Hotel for lunch and invaluable information to help you better serve your business clients.

  • Wednesday, July 13th
  • 11:30am – 1:00pm
  • Heritage Hotel
  • 522 Heritage Road
  • Southbury, CT 06488

Lunch is complimentary; space is limited

Registration - GROW! Session for Advisors 7/13/16

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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 Credit Hour Through the CFP® Board
  • 1 Credit Hour Through the California Board of Accountancy

Kevin J. DonovanSpeaker

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

Title Sponsor

Michele B. Wyatt, Regional 401(k) Sales Director | (203) 586-9236

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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 for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.
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