GROW! Session for Advisors July 21st

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Attention financial advisors:GROW! Session for Advisors

Come join the Scolaro Law Firm and Pinnacle Plan Design at Gentile’s Restaurant for an afternoon of complimentary cuisine and invaluable information to help you better serve your business clients.

  • Monday, July 21st
  • 11:00 am – 1:00 pm
  • Gentile’s Restaurant
    Scolaro Logo
  • 313 N. Geddes St.
  • Syracuse, NY 13204

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. He is a Syracuse native and earned his Bachelor’s degree in accounting from Syracuse University.

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.

Title Sponsors:

Mike Hammerschmidt, Regional VP | (315) 569-1198

Transamerica

 

 

 

Rob DuffeyVP/Sr. Retirement Consultant | (212) 323-5008

OppenheimerFunds

 

 

Joe SteinRegional Marketing Manager | (800) 508-7520

Alger

 


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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