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Attention financial 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
- 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.
Dan Roger, Regional VP of Emerging Markets | (602) 403-3831
Mike Staples, VP/Sr. Retirement Consultant | (303) 349-0810
Jeremy Noland, Regional VP | (913) 972-1430
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.