GROW! Session for Advisors May 20

Pinnacle Plan Design, LLC

This event has passed and was a great success!

Attention financial advisors:

Benefit AssociatesCome join Benefit Associates, Inc. and Pinnacle Plan Design at the Westin South Coast Plaza for an afternoon of complimentary cuisine and invaluableBenefit Associates information to help you better serve your Benefit Associates
Benefit Associatesbusiness clients.Benefit Associates

Benefit Associates

  • Tuesday, May 20th
  • 11:00 am – 1:00 pm
  • Westin South Coast Plaza
  • 686 Anton Boulevard
  • Costa Mesa, CA 92626

Space is limited

Kevin Donovan

Speaker:

Kevin Donovan, CPA, EA, MSPA is a leading actuary and national speaker in the pension field, specifically in the area of cash balance plan design and administration.

Topics Covered:

  • Cash balance basics
  • Benefits to your business clients
  • Situations indicating the need for a CB plan

Continuing Education:

Attendees will be eligible for one CPE credit hour through the CFP® board.

Sponsors:

Neuberger BermanJae Kim, Vice President | (818) 489-6867

 

Transamerica David Wilkins, Regional VP | (213) 742-2529

 

 

SManning & Napiercott Pilchard, Vice President | (480) 214-1533

 


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), Houston, Texas (TX), and Denver, Colorado (CO), and we proudly serve clients nationwide.

 

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