GROW! Session for Advisors Apr 23

This event has passed and was a great success!

Attention financial advisors and CPAs:

SCI incCome 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 pmPinnacle Plan Design, LLC
  • Fogo de Chao Brazilian Steakhouse
  • 8250 Westheimer Rd.
  • Houston, TX 77063

Space is limited

Kevin Donovan

Speaker:

Kevin Donovan, CPA, EA, MSPA 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 and the Texas State Board of Public Accountancy.

Title Sponsor:

Rob Anderson, Sr. Regional Sales Director – Houston

MassMutual Financial Group

MassMutual

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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