This event has passed and was a great success!
Attention financial 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 pm
- Mario’s Italian Restaurant
- 2740 Monroe Avenue
- Rochester, NY 14618
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.
If you have any questions, please do not hesitate to contact Robbie Petrillo via email or by phone at (520) 618-1960.
Nick Wilson, Regional VP | (315) 289-7549
Rob Duffey, Vice President | (917) 692-8963
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.