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
- Cash balance basics
- Benefits to your business clients
- Situations indicating the need for a CB plan
- 1 Credit Hour Through the CFP® Board
- 1 Credit Hour Through the California Board of Accountancy
Michele B. Wyatt, Regional 401(k) Sales Director | (203) 586-9236
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.