GROW! Session for Advisors Sep 23rd

This event has passed and was a great success!

Attention financial advisors:
GROW! Session for Advisors

Come join Employee Benefits Consultants and Pinnacle Plan Design at Fleming’s Prime Steakhouse for an afternoon of complimentary cuisine and invaluable information to help you better serve your business clients.

  • Tuesday, September 23rd
  • 11:00 am – 1:00 pm
  • Fleming’s Prime Steakhouse
    Employee Benefits Consultants Logo
  • 1855 S. Lindbergh Blvd.
  • St. Louis, MO 63131

Space is limited

Kevin Donovan

Speaker:

Kevin 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.

$25 Fleming’s Gift CardFleming's Gift Card rounded

All attendees will receive a $25 Fleming’s gift card to use towards their next visit!

Title Sponsors:

John LowRegional VP | (314) 302-6092

Transamerica

 

 

 

Lloyd SilkRegional VP | (720) 883-5952

Invesco

 

 

 

Tim RosewiczVP/Sr. Retirement Consultant | (913) 568-4094

Federated Logo

 

 


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), Houston, Texas (TX), and Denver, Colorado (CO), and we proudly serve clients nationwide.

 

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