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.
- Cash balance basics
- Benefits to your business clients
- Situations indicating the need for a CB plan
- 1 CFP® Credit Hour
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
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 for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.