GROW! Session for Accountants Nov 17th

Insight to help your business clients increase their tax deduction and put away more money for a comfortable retirement.

Come join Liden, Nestle, Soled & Associates, Inc. and Pinnacle Plan Design at Fleming’s Prime Steakhouse for lunch and invaluable information to help you better serve your business clients.

  • LidenTuesday, November 17th
  • 11:00am – 1:00pm
  • Fleming’s Prime Steakhouse
  • 6373 Topanga Canyon Blvd
  • Woodland Hills, CA 91367

Lunch is complimentary; space is limited

Topics Covered

  • Cash balance basics
  • A cash balance plan’s impact on taxation
  • Situations indicating the need for a CB plan

Continuing Education

  • 1 Credit Hour Through the California Board of Accountancy

Kevin J. DonovanSpeaker

Kevin J. Donovan, CPA, EA, MSPA, FCA, is a leading actuary and national speaker in the pension field, specifically in the area of cash balance plan design and administration.

Title Sponsor

Scott Waterman, Regional Vice President | (818) 265-7661

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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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