GROW! Session for Advisors June 13th

Insight to Help Grow Your Retirement Plan Business

Come join Pinnacle Plan Design at Fogo de Chao Brazilian Steakhouse for an afternoon of complimentary cuisine and invaluable information to help your clients put away more money for retirement.

GROW! Session for Advisors

  • Monday, June 13th
  • 11:00 am – 1:00 pm
  • Fogo de Chao Brazilian Steakhouse
  • 6300 N. Scottsdale Rd
  • Scottsdale, AZ 85253

Lunch is complimentary; space is limited

Topics Covered

  • Cash balance basics
  • Benefits to your business clients
  • Situations indicating the need for a CB plan

Continuing Education

  • 1 CFP® Credit Hour
  • 1 AZ Life Insurance Credit Hour


  • Lynn Young, EA, MSPA, MAAA is a leading actuary in the pension field, specifically in the area of cash balance plan design and administration.
  • Robbie Petrillo, QKA® consults with advisors to determine retirement plan opportunities for their clients.


Adam Johnson, RVP, External Sales and Marketing  | (480) 677-9092

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

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Art Villar, Defined Contribution Advisor Consultant  | (562) 354-6077



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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