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.

November 23, 2019

10:00a - 5:00p

Pinnacle Wealth Management Office (Chase Bank Building)

PWM Scrapbooking Crop and Craft Day

Come join us for another fun day of scrapping and crafting. Bring your supplies and creative ideas. We will provide a great working environment, good company, snacks, and drinks.

December 11, 2019

6:00p - 10:00p

Town Hall Arts Center

Meet me in St. Louis

Join us, once again, at Town Hall Arts Center in Downtown Littleton. This festive classic is sure to put us all in the Holiday spirit as we spend a fun night out to say thank you to our clients. Join us at 6:00 pm for Cocktails & Desserts. Curtain at 7:30. We will be collecting donations for Toys for Tots.

January 22, 2020

6:00p - 9:00p

Maggiano's Little Italy

2020 Referral Dinner

Every year we welcome new clients to the Pinnacle family and thank those who referred them to us by hosting a dinner. It is always a favorite among clients and staff.

Event Registration