GROW! Session for Advisors July 22nd

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Attention financial advisorsGROW! Session for Advisors:

Come join Pinnacle Plan Design and Rimkus Marciano & Associates at Mario’s Italian Restaurant for an afternoon of complimentary cuisine and invaluable information to help you better serve your business clients.

  • Tuesday, July 22nd
  • 11:00 am – 1:00 pmRimkus Marciano & Associates
  • Mario’s Italian Restaurant
  • 2740 Monroe Avenue
  • Rochester, NY 14618

Space is limited

Registration:

Click Here

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.

Questions:

If you have any questions, please do not hesitate to contact Robbie Petrillo via email or by phone at (520) 618-1960.

Sponsors:

Nick Wilson, Regional VP | (315) 289-7549

ING

 

 

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

OppenheimerFunds

 

 


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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