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.
April 21, 2021
7:00p - 8:00p
Come join us for a night of Movie fun! We will play a Movie Trivia game hosted by Entertainment Journalist Grae Drake.
June 12, 2021
7:00a - 12:00p
Fox Hollow Golf Course
It is always fun to get out in the warm Colorado sun and enjoy a day of golf with clients and friends. Contact Alison to RSVP firstname.lastname@example.org
June 26, 2021
9:00a - 12:00p
Pinnacle Wealth Management Office (Chase Bank Building)
Buried Under Paper!? Time to SHRED it!!! We will have a shredding truck in the parking lot of our building where you can watch as your documents are shredded right before your eyes. Have friends, family, or neighbors who need shredding too? Bring them!
March 18, 2021
12:00p - 12:30p
Join us for an interactive and informative Zoom Lunch & Learn. You have been a good saver and have faithfully contributed to your 401(k) for years. Now you are wondering if you are taking the right steps to ensure that your 401(k) will be sufficient to meet your future needs. You might be asking yourself "What's Next?" if...
February 18, 2021
6:30p - 7:30p
Let's all have a little fun while enjoying a game a virtual Bingo. Hope to see you there!
January 27, 2021
6:00p - 7:00p
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. This year we will host a virtual wine tasting. We are thrilled to be able to offer this much-loved event in a new way!