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 summer and winter 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

"We make a living by what we get. We make a life by what we give."

The objective of the Pinnacle Group is to achieve an even higher level of personal growth and professional development. We currently have eighteen members, all of whom are "Top of the Table" or "Court of the Table" producers, and each with several years of experience. A prospective member is carefully screened before he or she is invited to join the study group and he or she maintains membership on a provisional basis for the first year.
Mission Statement
Pinnacle Study Group binds creative, innovative, hard working
and growing insurance/financial service professionals together
for brief productive meetings. The purpose is to provide mutual
support and growth in an educational context where we can
broaden our perspective of our industry and careers. This will
be done by exchanging technology and sales ideas along with
motivational and planning techniques. Sharing a broad diversity
of resources, perspectives and backgrounds provides
expansion of our minds and live through a mutual relationship.