GROW! Session for Advisors Sep 21st

GROW! Session for AdvisorsInsight to Help Grow Your Retirement Plan Business

Come join InWest Retirement Solutions and Pinnacle Plan Design at Pappadeaux Seafood Kitchen for an afternoon of complimentary cuisine and invaluable information to help you better serve your business clients.

  • Wednesday, September 21st, 2016
  • 11:30 am – 1:00 pm
  • Pappadeaux Seafood Kitchen
  • 18349 Dallas Parkway
  • Dallas, TX 75093

Lunch is complimentary. Space is limited.

Registration - GROW! Session for Advisors 9/21/16

  • This field is for validation purposes and should be left unchanged.

Topics Covered

  • Cash balance plan basics
  • Benefits to your business clients
  • Situations indicating the need for a CB plan

Continuing Education

  • 1 CFP® Credit Hour

Speaker

  • Sheri Alsguth, EA, CPC, MSPA is an enrolled actuary with Pinnacle Plan Design, LLC. She is a leading actuary in the pension field, specifically in the area of cash balance plan design and administration.

Nationwide

George Williams, Regional VP of Pensions | (817) 542-9926

Adam Whitehead, Regional VP | (877) 421-1327

 

 


 Questions

If you have any questions, please do not hesitate to contact Marta Hurst via email.


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.

Schedule a Call

Let's talk!

Close