GROW! Session for Advisors June 6

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Attention financial advisors:GROW! Session for Advisors

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

Kevin Donovan

Speaker:

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

Topics Covered:

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

Continuing Education:

Attendees will be eligible for one CPE credit hour through the CFP® board.

Title Sponsors:

Patrick Alfano, Sales Director | (720) 470-1523

Bruce Jensen, Managing Director >10M | (801) 255-9695

MassMutual

Mike Staples, VP/Sr. Retirement Consultant | (303) 349-0810

OppenheimerFunds

 

 

Zaac Cook, Regional VP of Retirement Plan Sales | (913) 954-7297

Ivy Funds


Questions:

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.

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