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
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.
IBX New Pinnacle Agent Training Event
May 10
Willow Grove, PA
Please join Independence Blue Cross Medicare sales team for the Pinnacle New Agent Training session.
The training session will review Product Portfolio, Resources and Tools to Navigate our plans, Review IRA recording, and Increase utilization for the Independence Health Rewards program.
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.