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
2009
Baltimore, MD
August
2009
Philadelphia, PA
Recent
Meetings & Topics
To access the meeting agendas and topics
of some of our previous
meetings click on one
of the links below.*