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!
- 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
- Cash balance basics
- Benefits to your business clients
- Situations indicating the need for a CB plan
- 1 CFP® Credit Hour
- 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.
Adam Johnson, RVP, External Sales and Marketing | (480) 677-9092
Chris Donnager, Director | (760) 405-4086 x54658
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.