GROW! Session for Advisors Nov 14

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

Come join Atlantic Pension Services and Pinnacle Plan Design at Maggiano’s King of Prussia for lunch and invaluable information to help you better serve your business clients.

  • Monday, November 14th
  • 11:30 am – 1:00 pm
  • Maggiano’s Little Italy
  • 205 Mall Blvd.
  • King of Prussia, PA 19406

Lunch is complimentary; space is limited.

Registration - GROW! Session for Advisors 11/14/16

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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

Kevin DonovanSpeaker

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

Sponsor

David Mitchell, Regional Vice President | (610) 710-1081

Transamerica


 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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