GROW! Session for Advisors Dec 1st

Retirement Planning Opportunities at Year-end

This is the time of year where clients are realizing that they are facing a large tax bill. Good news – there is still time to take advantage of some tax-saving strategies before year-end.

GROW! Session for Advisors

  • Thursday, December 1st
  • 11:30 am – 1:00 pm
  • Fleming’s Prime Steakhouse
  • 6360 N. Campbell Ave.
  • Tucson, AZ 85718

Lunch is complimentary; space is limited

Presentation: Retirement Planning Opportunities at Year-end

  • How to help clients save on taxes at the eleventh hour
  • What retirement plan opportunities are still available
  • How to start the conversation with your clients

Continuing Education

  • 1 CFP® Credit Hour


  • Robbie Petrillo, QKA® consults with advisors to determine retirement plan opportunities for their clients.
  • Kevin J. Donovan, CPA, EA, MSPA, FCA, is a leading national speaker in the retirement plan industry.



Dan Roger, Regional Vice President  | (602) 403-3831

Kim Torio, APA, Vice President – TPA Services  | (949) 680-0194

Casey O’Connell, Regional VP for Mutual Funds  | (480) 363-0330





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 for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.
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