Your Guide To

Cash Balance

Retirement Plans

Presented by Kevin Donovan 

from Pinnacle Plan Design

ProSeries for Advisors

ProSeries continues with a workshop lunch highlighting the basics of Cash Balance Plans and how to determine who is a good candidate for this type of plan.

RPA has worked with Kevin for several years in providing actuarial services to our clients.   Kevin is a CPA and an Enrolled Actuary. In addition to being a leading actuary in the pension field,  he has a great understanding of the tax benefits of the Cash Balance Plan solution. 

Let us help you determine when a Cash Balance plan is the appropriate solution for your client or prospect.

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September 9th


City Club of Buckhead
3343 Peachtree Rd NE 
Suite 1850
Atlanta, GA
Hosted by
Rane Robinson, Fidelity 
Drew Gehring, Nationwide

Seating Is Limited
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