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Attention financial advisors:
Come join Benefit Associates, Inc. and 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.
- Friday, November 7th
- 11:00 am – 1:00 pm
- Fogo de Chao Brazilian Steakhouse
- 668 6th Ave
- San Diego, CA 92101
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.
Scott Maney, Vice President | (562) 343-8311
Michele Giangrande, Vice President | (949) 514-5494
Kristen Chamberlain, Regional Vice President | (619) 306-6940
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.