Join Us

Join the Pinnacle Team in person at our local training and industry convention events. Remember to follow our event posts by either subscribing to our emails or clicking the bell icon on the bottom right for direct notifications as soon as they’re available.

Upcoming Events


April 22 – April 24

Las Vegas, NV

MedicareCon is a 3-day event for Medicare agents who want to succeed in the industry. Get practical tips to scale your agency and network with industry experts.

Booth # 52

Advanced Annuity Sales Meeting

April 30

Wayne, PA

Unlock the secrets to successful customer engagement and financial planning strategies at our upcoming event.

Message Mapping:

  • Hosted by Pat Scanlon, VP of Retirement: Gain expert guidance on engaging customers effectively to unlock the buying zone.

Demystifying Inherited IRAs:

  • Hosted by Thea Marasa-Scafidi, VP Advance Markets: Stay ahead of the curve by understanding the changes brought about by the Secure Act.

NABIP NJ Annual Convention

May 6 – May 8

Atlantic City, NJ

This three-day conference will not disappoint. Begin with a 2-hour welcome reception with exhibitors with appetizers and open bar on Monday afternoon. Tuesday follows with a general session in the morning and 2.5 hours of exhibitor time over lunch.

NABIP CT 2024 Benefits & Medicare Summit

May 16

Southbury, CT

Breakout #1 – CMS Regulations & Updates

Bob Brzyski (Pinnacle Financial Services) – Stay ahead of the curve with expert insights on the latest regulations from the Centers for Medicare & Medicaid Services (CMS). Equip yourself with the essential knowledge to ensure compliance and maximize your clients’ Medicare benefits. Don’t miss this opportunity to stay informed and enhance your expertise!

Travelers Championship Exclusive Invite

June 20

Cromwell, CT

This is a top producer exclusive event thanking our agents for their hard work. Come join us to watch the Travelers tournament.

The Mohegan Sun Tent will open at 10:00 a.m. Lunch and beverage service will start at 11:00 a.m.

NABIP 2024 Annual Convention

June 22 – June 25

Chicago, IL

More information coming soon.


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