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.
- Tuesday, November 17th
- 11:00am – 1:00pm
- Fleming’s Prime Steakhouse
- 6373 Topanga Canyon Blvd
- Woodland Hills, CA 91367
Lunch is complimentary; space is limited
- Cash balance basics
- A cash balance plan’s impact on taxation
- Situations indicating the need for a CB plan
- 1 Credit Hour Through the California Board of Accountancy
Scott Waterman, Regional Vice President | (818) 265-7661
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), as well as Houston, Texas (TX) and Columbus, Ohio (OH), and we proudly serve businesses nationwide.