The annual Pinnacle event is a signature occasion for 1847Financial’s Dallas/Fort Worth team, and this year’s gathering at the stunning Lakeway Resort on Lake Travis, was truly the best one yet!

Hosted by Managing Principal, Aaron Peck and his team, the event was a perfect blend of scenic beauty, industry insights, and unique entertainment.

Aquatic Views and Brews
Decked in resort attire, the festivities commenced with a Meet & Greet at the Back Porch, where more than 45 attendees networked while watching the sunset over Lake Travis.  

The evening continued with group dinners, fostering deeper connections.

Empowering Business Sessions for a Strong Finish to the Year
The educational portion included a wide variety of speakers with individualized expertise and topics, including:

>> Amy Provezis - Regional Marketing Manager: Top 10 Drivers of Organic Growth

>> Joe Brunello - Director of Training & Development, LEAP: Process for Prosperity

>> Lindsay Cigler, JD – Director, Advanced Sales: Key Employee Benefits Planning/Connelly Case Overview

>> Eric Couch - Chief Servant, ProVision Brokerage, LLC: Long Term Care – A Story of Alzheimer’s and Caregiving

Financial professionals also had the chance to explore vendor booths from Mariner Wealth Advisors, APPS, The DI Center, and Four Seasons Insurance Consultants, and schedule 1-on-1 appointments to deepen their knowledge.

Live Music and Creative Caricatures
With the event being located just outside Austin, the live music capital of the world, it was only fitting that an acoustic musical duo provided the evening’s entertainment. Guests enjoyed crowd favorite hits, and those looking for some added fun visited the caricature artist. Her creative and exaggerated portraits had everyone laughing and created unforgettable memories.

Looking Ahead
1847Financial Dallas/Fort Worth is committed to hosting events that combine professional development, fun, and team-building. If you’re a financial professional who is interested in partnering with a firm that values growth and community, reach out to Aaron Peck at (469) 737-4012 or connect with him on LinkedIn.

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