GROW! Session for Advisors Oct 29th – Cherry Hill

GROW! Session for AdvisorsInsight to Help Grow Your Retirement Plan Business

Come join Atlantic Pension Services and Pinnacle Plan Design at Maggiano’s Cherry Hill for breakfast and invaluable information to help you better serve your business clients.

  • Thursday, October 29th
  • 7:30 am – 9:00 am
  • Maggiano’s Little Italy
  • 2000 Route 38
  • Cherry Hill, NJ 08002

Breakfast is complimentary; space is limited

 Topics Covered

  • Cash balance basics
  • Benefits to your business clients
  • Situations indicating the need for a CB plan

Continuing Education

  • 1 CFP® Credit Hour

Kevin DonovanSpeaker

Kevin 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.

Sponsors

Craig Pagano, Regional Vice President | (732) 539-0039

Transamerica

Tim HarkleroadVP, DCIO Retirement Specialist | (609) 203-3287

Deutsche Bank

Thomas Loncar, Vice President | (973) 944-8717

 


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

 

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