GROW! Session for Advisors July 31 & Aug 1

Introduction to Cash Balance Plans:
Insight to Help Grow Your Retirement Plan Business

Rimkus, Marciano & Associates invites you to attend GROW Session for Advisors – a seminar on cash balance plans. Come join us in either Buffalo or Rochester for a meal and an hour of continuing professional education (CPE) credit.

Buffalo: July 31st, 2017
  • 11:30 am – 1:00 pm
  • Russell’s Steakhouse
  • 6675 Transit Rd
  • Williamsville, NY 14221
  • Lunch is complimentary
Rochester: Aug 1st, 2017
  • 7:30 – 9 am
  • Del Monte Renaissance Hotel
  • 41 N Main St
  • Pittsford, NY 14534
  • Breakfast is complimentary

Space is limited.

Registration - GROW! Session for Advisors July 31 & Aug 1

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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, FSPA, FCA, of Pinnacle Plan Design is a leading actuary and national speaker in the pension field, specifically in the area of cash balance plan design and administration.

Sponsors – Buffalo

Jon Wainman, Vice President  |  (412) 477-2133

Rob Roya, Regional Vice President  |  (860) 649-8902

Sponsors – Rochester

 

Scott Littlewood, Managing Director  |  (716) 706-8176

 

 


Questions

If you have any questions, please do not hesitate to contact Scott Church via email or by phone at (602) 792-5932.


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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