GROW! Session for Advisors Apr 22nd – Co. Springs

This event has passed and was a great success!

Insight to Help Grow Your Retirement Plan Business
GROW! Session for Advisors
  • Wednesday, April 22nd
  • 7:30 – 9:00 am
  • Over Easy
  • 28A S. Tejon St.
  • Colorado Springs, CO 80903

Breakfast is complimentary; space is limited

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 J. DonovanSpeaker

Kevin J. 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.


Josh Haynes, Regional Sales Director | (303) 263-8245

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Tom Briggs, Regional Vice President of Emerging Markets | (303) 882-5267








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 for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.


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