This event has passed and was a great success!
Attention financial advisors:
Come join Benefit Associates, Inc. and Pinnacle Plan Design at the Westin South Coast Plaza for an afternoon of complimentary cuisine and invaluable information to help you better serve your
- Tuesday, May 20th
- 11:00 am – 1:00 pm
- Westin South Coast Plaza
- 686 Anton Boulevard
- Costa Mesa, CA 92626
Space is limited
- Cash balance basics
- Benefits to your business clients
- Situations indicating the need for a CB plan
Attendees will be eligible for one CPE credit hour through the CFP® board.
Jae Kim, Vice President | (818) 489-6867
David Wilkins, Regional VP | (213) 742-2529
Scott Pilchard, Vice President | (480) 214-1533
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), Houston, Texas (TX), and Denver, Colorado (CO), and we proudly serve clients nationwide.