Defined Benefit Plan Lunch and Learn for Advisors:

Brand New Presentation: Defined Benefit Plans for Solo Practitioners

Defined Benefit Plans are very much alive and well, especially for solo practitioners.

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

Lunch is complimentary; space is limited

Brand New Presentation: Defined Benefit Plans for Solo Practitioners

• Creative ways to shelter significant sums of money
• How to mitigate risk by offering funding flexibility
• How to spot opportunities

Continuing Education

• 1 CFP® Credit Hour

Speaker

• Kevin J. Donovan, CPA, EA, FSPA, FCA is a leading actuary, published author and frequent speaker in the pension field.

Sponsors

Jeff Beneteau, CRPC, Managing Director of Arizona  | (480) 294-2306

 

Art Villar, Defined Contribution Advisor Consultant  |  (562) 354-6077

 

Mark Pottle, Vice President  |  (817) 899-8077

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Questions

If you have any questions, please do not hesitate to contact Robbie Petrillo via email or by phone at (520) 618-1960.