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

Recent Meetings & Topics