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.
- 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
- Cash balance basics
- Benefits to your business clients
- Situations indicating the need for a CB plan
- 1 CFP® Credit Hour
- Robbie Petrillo, QKA consults with advisors to determine retirement plan opportunities for their clients.
Chris Bradford, Regional VP | (303) 818-1880
Zaac Cook, C(k)P, RVP of Retirement Plan Sales | (303) 886-8292
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.