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Attention financial advisors:
Come join SCI, Inc. and Pinnacle Plan Design at Fogo de Chao for an afternoon of complimentary Brazilian cuisine and invaluable information to help you better serve your business clients.
- Wednesday, November 12th
- 11:00 am – 1:00 pm
- Fogo de Chao Brazilian Steakhouse
- 8250 Westheimer Rd.
- Houston, TX 77063
Space is limited
Sheri Alsguth, EA, CPC, MSPA, is a consulting actuary for Pinnacle Plan Design, a national leader in cash balance plan design and administration.
- 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.
Paul Villanueva, Regional VP | (281) 796-4265
Devon Drew, Vice President | (281) 832-1794
Vernon Mason, Retirement Consultant | (347) 712-1433
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.