GROW! Session for Advisors Nov 18th

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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 Donovan

Speaker:

Kevin 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.

Sponsors:

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

Transamerica

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

oppenheimer funds

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

ivy funds logo


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), Houston, Texas (TX), and Denver, Colorado (CO), and we proudly serve clients nationwide.

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