Learning Center

Client Programs

Learning is one of seven core values of Pinnacle's culture. As part of our commitment to our clients and associates, we offer small-group Workshop programs and forums for continuous learning opportunities.

Chip Cards are Coming: Are You Ready for EMV? - 100 Oaks

  • 07/21/2015
  • Pinnacle - 100 Oaks
  • 11:30 a.m. - 1 p.m.
  • Free. Lunch provided.

Recent high-profile data breaches have increased awareness of the need to protect credit and debit card information. EMV cards with microprocessor chips should help keep consumers’ data secure. Find out how to get ready to accept EMV cards at your business, including the implementation timeline, necessary equipment and date that financial liability for fraud losses will shift to merchants.

Presented by Gail Outland and Julie Lewis, Pinnacle Merchant Card Services Managers

Contact info:
Emily Cornell, 615.690.1448
Location info:
Pinnacle - 100 Oaks
2833 Bransford Ave. Nashville, TN 37204
RSVP:

Planning for Long Term Care

  • 07/22/2015
  • Pinnacle - West End
  • 11 a.m. - noon
  • Free. Lunch provided.

With U.S. life expectancy at an all-time high, more and more Americans will benefit from long-term care insurance. Please join us to learn more about this aspect of financial planning. We will discuss the need for long-term care, its potential costs and the options when considering LTC insurance.

Presented by Chase Sinquefield, Insurance Advisor with Miller Loughry Beach Insurance Services, an affiliate of Pinnacle Financial Partners

Contact info:
Russell Thomas, 615.743.6124
Location info:
Pinnacle - West End
2300 West End Ave. Nashville, TN 37203
RSVP:

Estate Planning - Royal Oaks

  • 07/29/2015
  • Pinnacle - Franklin
  • 11:30 a.m. - 12:30 p.m.
  • Free. Lunch provided.

Do you want to ensure your wishes for your assets and dependents will be carried out, but just aren't sure where to start or if you have the right plan in place? Join us to learn about various strategies to maintain control of your estate plans. We’ll discuss establishing an estate planning team, basic concepts for transferring estates, how to maintain control through probate, differences in types of trusts and other helpful information, including gifting rules and some tax laws.

Presented by Rhett Fordham+,  Financial Consultant, Pinnacle Asset Management and Raymond James Financial Services*

 

*Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Pinnacle Asset Management and Pinnacle Bank are independent of RJFS. Securities are not deposits, NOT FDIC or other government agency insured and are NOT GUARANTEED by Pinnacle Bank. Subject to risk and may lose value.

+Rhett Fordham is a senior vice president with Pinnacle Asset Management and offers securities as a financial advisor with Raymond James Financial Services, Inc.1717 Mallory Ln., Brentwood, TN 37027. Financial Advisors of RJFS are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Contact info:
Paula Sanders, 615.743.8377
Location info:
Pinnacle - Franklin
216 S. Royal Oaks Pkwy, Franklin
RSVP:

Estate Planning - Dickson

  • 08/19/2015
  • Pinnacle - Dickson
  • 11:30 a.m. - 12:30 p.m.
  • Free. Lunch provided.

Do you want to ensure your wishes for your assets and dependents will be carried out, but just aren't sure where to start or if you have the right plan in place? Join us to learn about various strategies to maintain control of your estate plans. We’ll discuss establishing an estate planning team, basic concepts for transferring estates, how to maintain control through probate, differences in types of trusts and other helpful information, including gifting rules and some tax laws.

Presented by Rhett Fordham+, Financial Consultant, Pinnacle Asset Management and Raymond James Financial Services*

 

*Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Pinnacle Asset Management and Pinnacle Bank are independent of RJFS. Securities are not deposits, NOT FDIC or other government agency insured and are NOT GUARANTEED by Pinnacle Bank. Subject to risk and may lose value.

+Rhett Fordham is a senior vice president with Pinnacle Asset Management and offers securities as a financial advisor with Raymond James Financial Services, Inc.1717 Mallory Ln., Brentwood, TN 37027. Financial Advisors of RJFS are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

 

Contact info:
Lorrie Pruett, 615.560.4734
Location info:
Pinnacle - Dickson
501 Hwy. 46 South, Dickson
RSVP:

Calculators

Calculator

How much mortgage can you afford? Do you have enough insurance? Get answers with these free calculators.

Case Studies

Case Studies

Learn how we've helped our clients purchase dream homes, build their businesses and become successful.

Pinnacle 5 Podcast Series

Pinnacle Podcast

Arm yourself with knowledge on financial topics from the advisors at Pinnacle.