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: