FPA of Greater Phoenix June Chapter Meeting Phoenix Country Club

Date: Wednesday, June 25, 2014 2:30 PM UTC-07:00

“The Right Retirement Plan” is a two hour session focusing on employer-sponsored retirement plans, including SIMPLE IRAs, Simplified Employee Pensions (SEPs), 401(k)/profit sharing plans, traditional defined benefit plans, and cash balance plans. The speakers are Kevin Donovan and T.J. Orr, partners at Pinnacle Plan Design, a local third-party administrator of employer sponsored retirement plans.

This session has been approved for two hours of CFP and Arizona Insurance continuing education.

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