GROW! Session for Advisors Oct 29th – King of Prussia

GROW! Session for AdvisorsInsight to Help Grow Your Retirement Plan Business

Come join Atlantic Pension Services and Pinnacle Plan Design at Maggiano’s King of Prussia for lunch and invaluable information to help you better serve your business clients.

  • Thursday, October 29th
  • 11:00 am – 1:00 pm
  • Maggiano’s Little Italy
  • 205 Mall Blvd.
  • King of Prussia, PA 19406

Lunch is complimentary; space is limited.

This event has reached its maximum capacity. To be added to the waiting list, please email ROBBIE PETRILLO. Thank you!

 

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

Sponsors

David Mitchell, Regional Vice President | (610) 710-1081

Transamerica

Thomas Loncar, Vice President | (973) 944-8717

Lindsay Warrington, Sr. Retirement Sales Specialist | (913) 236-2008

Ivy Funds


 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.

 

Schedule a Call

Let's talk!

Close