GROW! Session for Advisors Nov 2nd

Insight to Help Grow Your Retirement Plan Business

Come join Pinnacle Plan Design at Il Fornaio for an afternoon of complimentary cuisine and invaluable information to help your clients put away more money for retirement.

GROW! Session for Advisors

  • Wednesday, November 2nd
  • 11:30 am – 1:00 pm
  • Il Fornaio Greenwood Village
  • 8000 East Belleview Ave
  • Greenwood Village, CO 80111

Lunch is complimentary; space is limited

Registration - GROW! Session for Advisors 11/2/16

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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 CFP® Credit Hour

Speaker

  • Robbie Petrillo, QKA consults with advisors to determine retirement plan opportunities for their clients.

Sponsors

Chris Bradford, Regional VP  | (303) 818-1880

Zaac Cook, C(k)P, RVP of Retirement Plan Sales | (303) 886-8292

 

 

 


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), as well as Houston, Texas (TX) and Columbus, Ohio (OH), and we proudly serve businesses nationwide.

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