This event has passed and was a great success!
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.
Space is limited
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. He is a Syracuse native and earned his Bachelor’s degree in accounting from Syracuse University.
- 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.
Mike Hammerschmidt, Regional VP | (315) 569-1198
Rob Duffey, VP/Sr. Retirement Consultant | (212) 323-5008
Joe Stein, Regional Marketing Manager | (800) 508-7520
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.