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.
Carefully selected guests are invited to speak before our premier national study group at our spring and fall meetings. Every meeting is evaluated as to content and benefit to the group and input is given to the host of the next meeting. As a result, each member has benefited in personal and professional development, with the ultimate benefit to the community and clients they serve. Below are the dates of our upcoming meetings
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."

The Pinnacle Group Guidelines
1. Regular number of members: maximum 18, minimum 10. (excluding emeritus members)
2. There is a minimum revenue/production requirement for membership.
3. New qualifying members are provisional for the first year.
4. Prefer no more than two from the same agency/practice. (one is preferred)
5. Number of meetings per year is two.  Host has discretion but the standard format has been to begin the meeting on Thursday afternoon for half day, Half day on Friday morning and Half day on Saturday morning concluding Saturday evening with dinner with host.  Attendance at all meeting is expected and members should schedule around meetings when planning their annual calendars.
6. Meetings will rotate among member locations. The member who hosts the meeting prepares the agenda and sends it to the other members two calendar months prior to meeting. Members are expected to submit subject suggestions to the host of the next meeting, after the current meeting has ended.
7. Host handles all program details. All meeting costs are shared equally by all members; including any who do not attend. Host does not share in presentation responsibility.
8. Members are expected to make presentations on subject matter that they think other members will benefit from.
9. Admissions and expulsions must be unanimous. Withdrawal from group requires written notice two months prior to next scheduled meeting, sent to scheduled host (otherwise, you owe the meeting fee). Admission is by invitation and proposed member gives presentation at his/her first meeting.
10. What is shared is private to the presentations are expected.
11. Members must stay at Hotel of host’s choice.
12. Communications among members between meetings on important topics is expected. E-mails are the preferred method of communications.
13. Any change in our guidelines must be approved by 2/3 of members present at a meeting; failure to meet the 2/3 approval, means the item would be rejected.