GROW! Session for Advisors Nov 13th

This event has passed and was a success!
Attention financial advisors:
GROW! Session for 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
    Inwest
  • 849 E Commerce St
  • San Antonio, TX 78205

Space is limited

Kevin Donovan

Speaker:

Kevin Donovan, CPA, EA, MSPA, ACA, is a leading actuary and national speaker in the pension field, specifically in the area of 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:

Scott MaibergerRegional VP | (512) 541-0857

Nationwide

 

 

 

 

Kellie ElderVice President | (713) 702-2521

Ridgeworth

 

 

 

 

 

 

 


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.

 

Schedule a Call

Let's talk!

Close