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.

Cyber Crimes – Don’t Get Hit

  • 08/18/2015
  • Pinnacle at Symphony Place
  • 11:30 a.m. - 12:30 p.m.
  • Free. Lunch provided.

Fraud continues to escalate. Financial institutions and our clients are often targeted by criminals using various techniques (i.e., email hacking, fraudulent wire requests, Dumpster diving) to steal funds.

As an attorney or business owner, could you recognize a phishing email? Could you identify a fraudulent wire or ACH request? Are you putting in the trash sensitive information that could expose your firm or your clients to fraud?

Please join us to learn more about how to protect your personal and business assets. We will share actual scenarios some of our clients have faced. Also, learn about new merchant shifts for EMV (Europay Mastercard Visa) coming in October.

Presented by Mark Brown, Information Security Officer; David Sturdivant, Treasury Management Manager; and Gail Outland and Julie Lewis, Merchant Card Service Managers with Pinnacle Financial Partners.

Contact info:
Joe Jeffries, 615.743.6007
Location info:
Pinnacle at Symphony Place
1st floor Banking Office 150 3rd Avenue South, Nashville
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:

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