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Attention financial advisors:
Come join InWest Retirement Solutions 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.
- Thursday, November 13th
- 11:00 am – 1:00 pm
- Fogo de Chao Brazilian Steakhouse
- 849 E Commerce St
- San Antonio, TX 78205
Space is limited
- 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.
Scott Maiberger, Regional VP | (512) 541-0857
Kellie Elder, Vice President | (713) 702-2521
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.