GROW! Session for Advisors April 28th

Insight to Help Grow Your Retirement Plan Business

This event has passed and was a great success!

Everyone needs a refresher. If you attended this seminar back in spring of 2014, great! Come again to get a much-needed refresher, added commentary, and updated legislation. If you missed it last time, don’t miss it again!

GROW! Session for Advisors

  • Thursday, April 28th
  • 11:30 am – 1:00 pm
  • Fleming’s Prime Steakhouse
  • 6360 N. Campbell Ave.
  • Tucson, AZ 85718

Lunch is complimentary; space is limited

Registration - GROW! Session for Advisors 4/28/16

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Topics Covered

  • Cash balance basics
  • Benefits to your business clients
  • Situations indicating the need for a CB plan

Continuing Education

  • 1 CFP® Credit Hour

Speakers

  • Kevin Donovan, CPA, EA, MSPA, FCA is a leading actuary in the pension field, specifically in the area of cash balance plan design and administration.
  • Robbie Petrillo, QKA consults with advisors to determine retirement plan opportunities for their clients.

Sponsors

Adam Johnson, RVP, External Sales and Marketing  | (480) 677-9092

Chris Donnager, Director  | (760) 405-4086 x54658

 


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), as well as Houston, Texas (TX) and Columbus, Ohio (OH), and we proudly serve businesses nationwide.

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