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

Registration - GROW! Session for Advisors 6/13/16

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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

Speakers

  • 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.

Sponsors

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

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

BlackRock Logo

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

 


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), as well as Houston, Texas (TX) and Columbus, Ohio (OH), and we proudly serve businesses nationwide.

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