Mastermind and Workshops
Learning is one of Pinnacle's values. Let's learn together.
What is Mastermind?
Pinnacle's Mastermind series is one of our signature programs and reflects our commitment to learning and improving people’s finances. It brings people together for an open discussion among peers to learn together and from each other.
We offer two different Mastermind programs: one for business owners (Business Mastermind) and another for personal finance (Consumer Mastermind). Both are focused on group study and conversation facilitated by a Pinnacle associate. Meeting once a week for six to eight weeks at a time, participants can learn strategies and tactics to meet their financial and growth goals. The best part? It's all 100% free of any sales pitch.
We'd love to have you join us. Click on one of the tabs above to learn more about each Mastermind program. If you'd like to sign up, contact an office near you or fill out the form at the bottom of the corresponding tab.
Business Mastermind
If you're ready to start working on your business instead of working in your business, Mastermind is for you.
Pinnacle's Business Mastermind is a six to eight week program that brings together groups of business owners who are ready to take their companies to the next level. Together with a Pinnacle facilitator, we study The E-Myth Revisited by Michael Gerber and talk about the essential lessons found in it. We'll share our own challenges, talk about how to overcome them and act as sounding boards for one another as peers on the same journey.
It's all at no cost to you, and you don't need to be a Pinnacle client to take part. Best of all, no one in the room is allowed to make a sales pitch -- even us.
We offer two Business Mastermind paths to dive deep into the issues business owners need to learn about most. If you'd like to get started, contact an office near you or fill out the form below. We will reach out to match you with an upcoming Business Mastermind series.
Business Mastermind 1.0
The goal is to increase awareness and understanding of how owners can grow their businesses in a productive, successful way. Pinnacle associates host and facilitate the discussion.
Business Mastermind 2.0
This program is the next big step for leadership and entrepreneurial management. It provides additional training on leadership, business freedom and taking the next steps toward turning companies in to world class operations.
Consumer Mastermind
Improving your financial situation and planning for the future doesn't have to be daunting, and you don't have to do it alone.
Pinnacle's Consumer Mastermind brings people together in a safe and comfortable space to talk about the 12 essential consumer financial topics that contribute to our overall financial wellbeing. The topics are broken up into two parts, a “1.0 series” and “2.0 series,” which are six weeks each and led by a Pinnacle associate.
Consumer Mastermind 1.0 |
Consumer Mastermind 2.0 |
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There's no cost to join, and you don't have to be a Pinnacle client. It's perfect for people with varying financial needs and 100% free of any sales pitch.
We'd love to have you with us. If you're interested in joining a local Consumer Mastermind group, contact an office near you or fill out the form below. We'll reach out to match you with the next opportunity.
Financial Wellness Workshops
Learning is one of Pinnacle’s core values. As part of our commitment to clients and the communities we serve, we offer financial education workshops and classes for ongoing learning opportunities.
Our workshops provide a safe and comfortable space to learn about a consumer financial topic that contributes to your overall financial wellbeing.
Topics like:
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Money Mindsets |
Insurance Needs |
Automobile Advice |
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A Budget that Works |
Investing Insights |
Homebuying Hacks |
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Give Yourself a Raise |
Taxable Topics |
Estate Planning |
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Using Credit Wisely |
Retirement Radar |
Information Security |
If you're interested in attending a workshop, please let us know using the interest form below.
| If you're ready to dive in, register for our biweekly virtual workshop series that runs January to June 2025. Attend the whole series or just the sessions that interest you. Registration remains open during the entire series. |