GROW! Session for Accountants Nov 15 or 16

Tax Advantaged Retirement Plan Strategies for Small Businesses

Rimkus, Marciano & Associates invites you to attend the first annual GROW Session for Accountants. Come join us in either Rochester or Buffalo for breakfast and a morning of continuing professional education (CPE) credits.

Rochester: Nov 15th, 2016

  • 8:00 am – 11:00 am
  • Del Monte Lodge Renaissance
  • 41 N Main St
  • Pittsford, NY 14534
Buffalo: Nov 16th, 2016
  • 8:00 am – 11:00 am
  • Salvatore’s Grand Hotel
  • 6675 Transit Rd
  • Buffalo, NY 14221

Breakfast is complimentary; space is limited.

Registration - GROW! Session for Accountants Nov. 15 & 16

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Presentation: Tax Advantaged Retirement Plan Strategies for Small Businesses

  • Attendees will learn how business owners can strategically utilize employer-sponsored retirement plans to achieve firm goals.
  • Identify when a business owner is in need of a plan review
  • Prerequisites: None

Continuing Professional Education (CPE)

  • Qualifies for three (3) NYS Public Accountancy CPE credits*

Kevin DonovanSpeaker

Kevin Donovan, CPA, EA, MSPA, FCA, of Pinnacle Plan Design is an enrolled actuary and recognized thought leader in the qualified retirement plan space, specifically in the defined benefit plan arena.


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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