This event has passed and was a great success!
Attention financial advisors and CPAs:
Come join SCI, Inc. and Pinnacle Plan Design at Fogo de Chao for an afternoon of complimentary delicious Brazilian cuisine and invaluable information to help you better serve your business clients.
- Wednesday, Apr. 23rd
- 11:15 am – 1:30 pm
- Fogo de Chao Brazilian Steakhouse
- 8250 Westheimer Rd.
- Houston, TX 77063
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 and the Texas State Board of Public Accountancy.
Rob Anderson, Sr. Regional Sales Director – Houston
MassMutual Financial Group
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.