GROW! Session for Advisors May 9th

GROW! Session for Advisors
Lunch and Learn for Advisors

Everyone needs a refresher. If you attended Atlantic Pension Service’s GROW Session for Advisors in April of 2018, great! Come again to get a much-needed refresher on the QBI deduction, added commentary, and updated regulations. If you missed it last time, don’t miss it again!

Presentation Topic (Back by Popular Demand):

The Tax Cuts and Jobs Act of 2017:
Utilizing Retirement Plans to Optimize the New 20% Deduction
  • Financial advisors in attendance will gain some much needed clarity on the Tax Cuts and Jobs Act of 2017’s newly-imposed 20% deduction for pass-through entities.
  • We will introduce the new IRC §199A and define Qualified Business Income (QBI), as many business owners will be asking their financial advisor for clarity on this.
  • We will highlight retirement plan strategies that aim not only to maintain the current power of pension contributions, but that make them stronger than ever before.
  • We will illustrate through examples the phase-out of the §199A deduction for specified service trades or businesses, and how the plan can be even more valuable for these businesses.
  • How to spot planning opportunities


  • Thursday, May 9th
  • 11:30 am – 1:00 pm
  • Eddie V’s Prime Seafood
  • 670 W Dekalb Pike
  • King of Prussia, PA 19406
  • 1 CFP® Credit Hour

Lunch is complimentary; space is limited.

Registration - GROW! Session for Advisors 5/9/19

  • This field is for validation purposes and should be left unchanged.

Continuing Education

  • 1 CFP® Credit Hour

Kevin DonovanSpeaker

Kevin Donovan, CPA, EA, FSPA, FCA is a leading actuary, published author and national speaker in the pension field.





If you have any questions, please do not hesitate to contact Greg Matrangola via email or by phone at (610) 925-5554.

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), as well as Houston, Texas (TX) and Columbus, Ohio (OH), and we proudly serve businesses nationwide.


Schedule a Call

Let's talk!