Pinnacle Launches Financial Wellness Workshop Series Across the Southeast

Flexible, one-session workshops designed to make financial education accessible to everyone

Pinnacle Financial Partners is introducing a new way to deliver financial education with a series of one-off workshops focused on personal finance topics. Building on the success of the Consumer Mastermind program, these financial wellness sessions offer a flexible format that allows participants to join on a session-by-session basis, empowering them to attend as their schedules allow and focus on topics most relevant to their needs.

“Flexibility is key to making financial education accessible to more people,” said Danny Wilson, Pinnacle’s financial education program manager. “These workshops are designed for those who may not have the time for a multi-week commitment but still want to build their financial skills. We’re creating a welcoming space where participants can gain practical advice and actionable tools to take control of their finances, no matter where they are in their journey.”

The workshop series covers a wide range of topics, from budgeting and saving to investing, insurance and estate planning. Each session is facilitated by a Pinnacle financial advisor and includes open discussions, real-world examples and practical tools to help participants apply what they learn to their own financial situations. Like all of Pinnacle’s financial education offerings, the workshops are free of charge and open to anyone in the communities the firm serves, regardless of whether they are Pinnacle clients.

“Financial education is essential for thriving communities and shared prosperity,” said Sherry Robinson, office leader at Pinnacle’s PEER Center office in Charlotte, NC. “By removing barriers like commitment and cost, these workshops help ensure more people have access to the knowledge and tools they need to build a secure future. It’s all about meeting people where they are.”

The workshops will be offered at Pinnacle offices across the Southeast, including at the firm’s PEER Centers in Memphis, Nashville, Charlotte and Atlanta. For more information or to sign up for an upcoming workshop, visit PNFP.com/Workshops or contact your nearest Pinnacle office.

Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services designed for businesses and their owners and individuals interested in a comprehensive relationship with their financial institution. The firm is the No. 1 bank in the Nashville-Murfreesboro-Franklin MSA, according to 2024 deposit data from the FDIC. Pinnacle is No. 11 on FORTUNE magazine’s 2024 list of 100 Best Companies to Work For® in the U.S., its eighth consecutive appearance and was recognized by American Banker as one of America’s Best Banks to Work For 12 years in a row and No. 1 among banks with more than $10 billion in assets in 2024.

The firm began operations in a single location in downtown Nashville, TN in October 2000 and has since grown to approximately $50.7 billion in assets as of September 30, 2024. As the second-largest bank holding company in Tennessee, Pinnacle operates in several primarily urban markets across the Southeast.

Additional information concerning Pinnacle, which is included in the Nasdaq Financial-100 Index, can be accessed at www.pnfp.com.