The Pinnacle Group was formed in 1995 for the purpose of bringing together some of the top business and personal financial planners from across the country to share their individual expertise.
February 7-10th, 2018
August 2018

Newport, Rhode Island

"Everyone has talent. What is rare is the courage to follow the talent to where it leads."


Meetings of the Pinnacle Group are held in the fall and spring of each year. The meetings are conducted at various sites across the nation with members taking turns hosting these meetings. Each meeting features select guests that are invited to speak before the group. By gathering to share our knowledge and expertise, members are able to grow both personally and professionally. Our next two premier national study group meeting dates and locations are shown elsewhere on this page and meeting agendas are available under the "Recent Topics" area of the website.