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