GROW! Session for Advisors July 23rd

GROW! Session for Advisors

Cash balance plan insight to help your business clients put away more money for a comfortable retirement.

This event has passed and was a great success!

Come join Schiller’s Pension Consulting and Pinnacle Plan Design at Palio d’Asti Italian Restaurant for an afternoon of complimentary cuisine and invaluable information to help you better serve your business clients.

  • Thursday, July 23rd
  • 11:00 am – 1:00 pmSchiller's Pension Consulting Logo
  • Palio d’Asti Italian Restaurant
  • 640 Sacramento St.
  • San Francisco, CA 94111

This event has reached its capacity. If you would like to be placed on a waiting list, please contact Robbie Petrillo via email or by phone at (520) 618-1960. 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 J. DonovanSpeaker

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


Taylor Pluss, Retirement Director | (303) 336-4366

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Jason Bianchi, Retirement Plan Sales | (410) 245-4613

Brad Vaughan, Vice President, DCIO Sales Consultant | (206) 258-0367

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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 for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.
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