GROW! Session for Advisors June 6 & 7

Lunch and Learn for Advisors

Rimkus, Marciano & Associates invites you to attend GROW Session for Advisors to discuss the new tax law and the impact on qualified retirement plans. Come join us in either Buffalo or Rochester for lunch and an hour of continuing education (CE) credit.

The Tax Cuts and Jobs Act of 2017:

Utilizing Retirement Plans to Optimize the New 20% Deduction
  • Financial advisors in attendance will gain some much needed clarity on the Tax Cuts and Jobs Act of 2017’s newly-imposed 20% deduction for pass-through entities.
  • We will introduce the new IRC §199A and define Qualified Business Income (QBI), as many business owners will be asking their financial advisor for clarity on this.
  • We will highlight retirement plan strategies that aim not only to maintain the current power of pension contributions, but that make them stronger than ever before.
  • We will illustrate through examples the phase-out of the §199A deduction for specified service trades or businesses, and how the plan can be even more valuable for these businesses.
  • How to spot planning opportunities
Rochester: June 6th, 2018
  • 11:30 am – 1 pm
  • City Grill
  • 384 East Ave
  • Rochester, NY 14607
  • Lunch is complimentary
Buffalo: June 7th, 2018
  • 11:30 am – 1 pm
  • Russell’s Steakhouse (Inside Salvatore’s Grand Hotel)
  • 6675 Transit Rd
  • Williamsville, NY 14221
  • Lunch is complimentary

Space is limited.

Registration - GROW! Session for Advisors June 6 & 7

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Continuing Education

  • 1 CFP® Credit Hour

Kevin DonovanSpeaker

Kevin Donovan, CPA, EA, FSPA, FCA is a leading actuary, published author and frequent speaker in the pension field.

Sponsors – Rochester

Courtney Anderson, Regional Vice President  |  (585) 208-0122

Andrew Claeson, Regional Vice President  |  (518) 281-8998

 

 

Rob Duffey, Vice President  |  (917) 692-8963

Sponsors – Buffalo

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

Andrew Claeson, Regional Vice President  |  (518) 281-8998

 

 


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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