GROW! Session for Advisors Nov 18th

This event has passed and was a success!
Attention financial advisors:
GROW! Session for Advisors

Come join Pinnacle Plan Design at Fogo de Chao for an afternoon of complimentary Brazilian cuisine and invaluable information to help you better serve your business clients.

  • Tuesday, November 18th
  • 11:00 am – 1:00 pm
  • Fogo de Chao Brazilian Steakhouse
  • 6300 N. Scottsdale Rd.
  • Scottsdale, AZ 85253

Space is limited

Kevin J. Donovan


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.

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.


Dan RogerRegional VP of Emerging Markets | (602) 403-3831


Mike StaplesVP/Sr. Retirement Consultant | (303) 349-0810

oppenheimer funds

Jeremy Noland, Regional VP | (913) 972-1430

ivy funds logo


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.

Schedule a Call

Let's talk!