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Events - Pinnacle Investment Management, Inc.
 

Pinnacle Investment Management, Inc. is a comprehensive investment management and financial planning firm committed to the financial future of our clients.

   In Our Words   Our Clients       Our Team   ●   Our Values     Recognition     In the News   ●  Events    ●  The Aegis Group  

 

 

About Pinnacle

Events

Pinnacle Investment Management
Greystone Court
573 Hopmeadow Street
Simsbury, CT 06070
Phone: 860.651.1716
Email: invest@pinninvest.com

Events

 

We believe that it is beneficial for clients to be informed and educated about financial planning and investment issues that could affect them. To that end, we periodically host educational seminars where we invite unaffiliated professionals to speak. We invite clients, other professionals and, if space allows, open the session to the general public.

 

 

Past Events

 

  • Preventing Financial Abuse of the Elderly....Help Protect Seniors

    September 22, 2016

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  • An educational session on Fraud, Identity Theft and Cyber Security ……how you can protect yourself. 
    November 14, 2014
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    Workshop on Coping with Tax Uncertainties 2013 & Beyond with Bill Fleming, CPA
    October 18, 2012
    Link to video at SimsburyTV.org

     

  • Social Security Workshop with Robert Rodriguez Public Affairs Specialist for the SS Administration
    September 26, 2012
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  • The Hon. David Walker presents the Nations Fiscal Challenge
    November 15, 2011
    Link to video at SimsburyTV.org
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  • The US National Debt with Jeff Thiebert of the non-partisan Concord Coalition
    March 17, 2011
    Link to video at SimsburyTV.org
    For additional information: www.concordcoalition.com
  •  

  • Tax Update with Bill Fleming, CPA
    January 24 2011
    Link to video at SimsburyTV.org
  •  

  • Don Yacktman of the Yacktman Funds
    September 16 2010
    Link to video at SimsburyTV.org
  •  

  • Estate Planning
    May 2010
    Attorney Chris Drew
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  • Planning for and coordinating Social Security benefits
    March 2010
    Kurt Czarnowski, Boston Regional Communications Director, Social Security Administration.
    John Eckel, CFP®, CFA, Pinnacle Investment Management Inc.
  •  

  • Update on Retirement plans
    September 2009
    Mark Greer – President, Greer Benefits Consultants
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  • Retirement Planning - 30 years without a paycheck
    February 2009
    John Eckel, CFP®, CFA, Pinnacle Investment Management Inc.
  •  

  • Identify Theft – How to Protect Yourself
    May 2007
    Nick Sabetta, CT State Police
  •  

  • Estate Planning basics
    March 2007
    Attorney Chris Drew
  •  

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