GROW! Session for Advisors Nov 7th

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Attention financial advisors:
GROW! Session for 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
    Benefit Associates
  • 668 6th Ave
  • San Diego, CA 92101

Space is limited

Kevin J. Donovan


Kevin J. Donovan, CPA, EA, MSPA, ACA, is a leading actuary and national speaker in the pension field, specifically in the area of cash balance plan design and administration.

Topics Covered:

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

Continuing Education:

Attendees will be eligible for one CPE credit hour through the CFP® board.


Scott ManeyVice President | (562) 343-8311






Michele GiangrandeVice President | (949) 514-5494

T Rowe Price



Kristen Chamberlain, Regional Vice President | (619) 306-6940

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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.


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