At this exclusive tactical symposium, you'll learn progressive concepts to go after the "hard to get" desirable high net worth and business owner clients that all financial professionals want. You can interact with some of the nation's top financial professionals, estate planners, and CPAs, and learn the concepts on how [...]
Enjoy a nice complimentary dinner by joining estate planning attorney Paul Mason. At this complimentary dinner seminar, attorney Paul Mason will provide you with actionable information that you will be able to use for your own personal estate planning. If you own a home, a business, or have assets over $100,000, [...]
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 the members of their national study group.