This event has passed and was a great success!
Come join Pinnacle Plan Design at Del Frisco’s Steakhouse for an afternoon of complimentary cuisine and invaluable information to help you better serve your business clients.
- Friday, June 6th
- 11:15 am – 1:30 pm
- Del Frisco’s Steakhouse
- 8100 E. Orchard Rd.
- Greenwood Vlg, CO 80111
Space is limited
- Cash balance basics
- Benefits to your business clients
- Situations indicating the need for a CB plan
Attendees will be eligible for one CPE credit hour through the CFP® board.
Patrick Alfano, Sales Director | (720) 470-1523
Bruce Jensen, Managing Director >10M | (801) 255-9695
Mike Staples, VP/Sr. Retirement Consultant | (303) 349-0810
Zaac Cook, Regional VP of Retirement Plan Sales | (913) 954-7297
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), Houston, Texas (TX), and Denver, Colorado (CO), and we proudly serve clients nationwide.