Investing in Knowledge, Service, Appreciation, and Fun!
Educational Workshops: Want to know more about Social Security, Estate Planning, protecting your Identity, and a variety of other important topics? We bring in expert speakers to educate our clients, their friends, and family.
Service Events: Have documents you need to shred, want some help planning your next vacation, wish you knew more about technology and social media? We host events that add value as an extra service to our clients, their friends, and family.
Appreciation Events: We are thankful to have some of the best clients around. We host events such as new client referral dinners, movie nights, and theater events as a way to say thanks for being our clients. As always, friends and family are welcome to attend.
Good Old Fashioned Fun: To nurture a good relationship, it is important to take a break every once in a while to have a little fun. That is why we like to let loose and have events strictly aimed at entertainment. We hold an annual Golf Classic which is lots of fun for golfers of all abilities. We host beauty and crafting events like Sipping and Painting, Fashion shows, Mani/Pedi days, and Scrapbooking Crops. We also have family friendly events such as Bowling or TopGolf and enjoy the relaxed atmosphere with our clients, their friends and family.
When registering for events please put the total number of guests attending in your party and list the name of each guest who will be attending with you. Thank you.
More events are on the way! Check back soon for more information.
January 19, 2021
12:00p - 12:30p
Join us for an interactive and informative Zoom Lunch & Learn. We are all excited to turn the calendar on a New Year but, we all have a lot of questions about What's Next. Tom loves to be the financial answer guy so come with your toughest questions and he will do his best to give you an answer!
December 2, 2020
4:00p - 6:00p
Join us for a fun and interactive Zoom Holiday Happy Hour. We love our clients and the best part of our work is building relationships with you. Since we can't do it in person this year, Zoom will have to do. We promise to make it fun and memorable. We can't wait to see your faces and raise a virtual glass with each of you. Please Join Us!
October 14, 2020
12:00p - 1:00p
Want to learn about the SECURE Act and the changes it brings, particularly to retirement rules? The SECURE Act changed the retirement rules for individuals and companies, which means current and future retirement plans need to be reviewed and adjusted. A lot of people don't know enough about these rules, and they make mistakes that hurt their financial plans. Attend this complimentary webinar to educate yourself so you will be prepared to address the new rules in your Retirement Plan.
July 23, 2020
12:00p - 1:00p
Women face particular challenges in investing and managing their financial lives. This webinar can help you to determine the right solutions for your unique financial situation. That way, you have an effective long-term strategy and can pursue a comfortable, secure retirement.
June 4, 2020
11:00a - 12:00p
Daily we hear about new Cyber threats and compromised personal information. It is hard to make sense of it all. What can be done to reduce your chances of being a victim of Identity Theft and Financial Fraud? At Pinnacle Wealth Management, we try to stay ahead of potential risks to our clients. We take Cyber and personal security very seriously and provide education and practical advice to help you with personal security threats. Would you or someone you know like to learn about ways that you can protect yourself?