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.
- 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
- 1 CFP® Credit Hour
- Robbie Petrillo, QKA consults with advisors to determine retirement plan opportunities for their clients.
- Kevin 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. Pinnacle has a local presence in Tucson and Phoenix, Arizona (AZ), as well as Houston, Texas (TX) and Columbus, Ohio (OH), and we proudly serve businesses nationwide.