This event has passed and was a great success!
Attention financial 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
- 1855 S. Lindbergh Blvd.
- St. Louis, MO 63131
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.
All attendees will receive a $25 Fleming’s gift card to use towards their next visit!
John Low, Regional VP | (314) 302-6092
Lloyd Silk, Regional VP | (720) 883-5952
Tim Rosewicz, VP/Sr. Retirement Consultant | (913) 568-4094
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.