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
2009
Baltimore, MD
August
2009
Philadelphia, PA
"Everyone has talent.
What is rare is the courage
to follow the talent to where
it leads."
Events
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.