GROW! Session for Advisors Nov 12th

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Attention financial advisors:
GROW! Session for 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.sci-inc
  • Houston, TX 77063

Space is limited

Sheri Alsguth

 Speaker:

Sheri Alsguth, EA, CPC, MSPA, is a consulting actuary for Pinnacle Plan Design, a national leader in 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.

Sponsors:

Paul VillanuevaRegional VP | (281) 796-4265

Transamerica

 

 

 

Devon Drew, Vice President | (281) 832-1794

Alger logo

 

 

 

Vernon Mason, Retirement Consultant | (347) 712-1433

BNY Mellon Logo

 

 

 

 

 

 


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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