Mastermind

Mastermind and Workshops

Learning is one of Pinnacle's values. Let's learn together.

What is Mastermind?

Pinnacle's Mastermind series is one of our signature programs and reflects our commitment to learning and improving people’s finances. It brings people together for an open discussion among peers to learn together and from each other. 

We offer two different Mastermind programs: one for business owners (Business Mastermind) and another for personal finance (Consumer Mastermind). Both are focused on group study and conversation facilitated by a Pinnacle associate. Meeting once a week for six to eight weeks at a time, participants can learn strategies and tactics to meet their financial and growth goals. The best part? It's all 100% free of any sales pitch. 

We'd love to have you join us. Click on one of the tabs above to learn more about each Mastermind program. If you'd like to sign up, contact an office near you or fill out the form at the bottom of the corresponding tab. 

 

 

Business Mastermind

If you're ready to start working on your business instead of working in your business, Mastermind is for you. 

Pinnacle's Business Mastermind is a six to eight week program that brings together groups of business owners who are ready to take their companies to the next level. Together with a Pinnacle facilitator, we study The E-Myth Revisited by Michael Gerber and talk about the essential lessons found in it. We'll share our own challenges, talk about how to overcome them and act as sounding boards for one another as peers on the same journey.

It's all at no cost to you, and you don't need to be a Pinnacle client to take part. Best of all, no one in the room is allowed to make a sales pitch -- even us. 

We offer two Business Mastermind paths to dive deep into the issues business owners need to learn about most. If you'd like to get started, contact an office near you or fill out the form below. We will reach out to match you with an upcoming Business Mastermind series. 

Business Mastermind 1.0
The goal is to increase awareness and understanding of how owners can grow their businesses in a productive, successful way. Pinnacle associates host and facilitate the discussion.

Business Mastermind 2.0
This program is the next big step for leadership and entrepreneurial management. It provides additional training on leadership, business freedom and taking the next steps toward turning companies in to world class operations. 

 

Join us for Mastermind!

 

Consumer Mastermind

Improving your financial situation and planning for the future doesn't have to be daunting, and you don't have to do it alone. 

Pinnacle's Consumer Mastermind brings people together in a safe and comfortable space to talk about the 12 essential consumer financial topics that contribute to our overall financial wellbeing. The topics are broken up into two parts, a “1.0 series” and “2.0 series,” which are six weeks each and led by a Pinnacle associate.

Consumer Mastermind 1.0

Consumer Mastermind 2.0
  • Week 1: Money Mindsets
    The importance of finding your why
  • Week 2: A Budget that Works
    Keys to intentional spending
  • Week 3: Give Yourself a Raise
    A penny saved is a penny earned
  • Week 4: Using Credit Wisely
    Tips for managing your credit
  • Week 5: Automobile Advice
    Buying or selling a vehicle
  • Week 6: Homebuying Hacks
    The process of buying a home
  • Week 1: Insurance Needs
    Insuring what matters
  • Week 2: Investing Insights
    Opportunities to build wealth
  • Week 3: Taxable Topics
    Big picture considerations
  • Week 4: Retirement Radar
    Plan for what's ahead
  • Week 5: Estate Planning
    Leaving your legacy
  • Week 6: Information Security
    Keeping your data safe

There's no cost to join, and you don't have to be a Pinnacle client. It's perfect for people with varying financial needs and 100% free of any sales pitch.

We'd love to have you with us. If you're interested in joining a local Consumer Mastermind group, contact an office near you or fill out the form below. We'll reach out to match you with the next opportunity. 

 

Join us for Mastermind!

Consumer Mastermind

 

Streaming Live in 2025: Financial Wellness Workshop Series

Learning is one of Pinnacle’s core values. As part of our commitment to clients and the communities we serve, we offer financial education workshops and classes for ongoing learning opportunities.

The goal of this live virtual series is to provide a safe and comfortable space to learn about 12 essential consumer financial topics that contribute to much of our overall financial wellbeing.

One financial wellness topic will be offered every other week for one hour over Zoom starting January 15, 2025, at 11 a.m. CST.

Registration will remain open the entire time, so you can join at any point along the way. The workshops are completely complimentary, with no sales pitch or obligation

Attend the whole series or choose which topics you'd like to attend; registration includes all 12 topics and dates.

Live Virtual Financial Wellness Workshops

Jan. 15 Money Mindsets
Jan. 29 A Budget that Works
Feb. 12 Give Yourself a Raise
Feb. 26 Using Credit Wisely
March 12 Automobile Advice
March 26 Homebuying Hacks
April 9 Insurance Needs
April 23 Investing Insights
May 7 Taxable Topics
May 21 Retirement Radar
June 4 Estate Planning
June 18 Information Security