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