Summit University

Summit University

Summit University is a series of educational events designed for our clients, their friends, and our community.

 

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Retirement Planning Today

This course addresses financial issues that pertain to the self-employed as well as employees of corporations and government agencies. Whether you plan to retire 20 years from now or have just recently retired, the information you’ll learn in this class can deliver rewards throughout your lifetime.

Registration is now open for our two-night Retirement Planning Today workshop. Evening classes are available September through November. Reserve your seats for the following locations:

 

Danville

Location: Danville Library
400 Front Street, Danville, CA 94526
October 17 & 24, 6:30-9 p.m.
October 25 & November 1; 6:30-9 p.m.
Course ID: 7F7QY1

Livermore

Location: Livermore Adult Education Center
1401 Almond Avenue # A, Livermore, CA 94550
September 26 & October 3, 6:30-9 p.m.
October 5 & 12; 6:30 – 9 p.m.

Pleasanton

Location: Village High School, Room 102
4645 Bernal Avenue, Pleasanton, CA 94566
October 19 & 26, 6:30-9 p.m.

Location: Village High School, Room 102
4645 Bernal Avenue, Pleasanton, CA 94566
November 1 & 8, 6:30-9 p.m.

*Registration for this seminar is facilitated by Pleasanton Adult Education Center. Summit Financial Group or any affiliates are not liable for any direct or indirect technical or system issues or consequential loss arising from any use of this third-party technology, site, and information.

 

San Ramon

Location: San Ramon Community Center
12501 Alcosta Blvd., San Ramon, CA 94583
September 27 & October 4, 6:30-9 p.m.
October 5 & 12; 6:30-9 p.m.
Course ID: JYPK91

 

Rejuvenate Your Retirement – For Retirees

This course explains financial strategies designed to accomplish objectives such as tax-efficient income planning generation, lifestyle preservation and providing a legacy. We also integrate fun and fulfilling activities such as travel, hobbies, sports, business ventures and lifelong learning into the discussion to help you make the most of your retirement.

Registration is now open for our two-session Rejuvenate Your Retirement workshop. Classes are available September through November. Reserve your seats for the following locations:

 

Livermore

Location: Livermore Adult Education Center
1401-A Almond Avenue, Livermore, CA 94550
October 25 & November 1; 10 a.m. – noon
November 2 & 9; 1 p.m. – 3 p.m.

Pleasant Hill

Location: Pleasant Hill Community Center
320 Civic Drive, Pleasant Hill, CA 94523
September 26 & October 3; 10 a.m.- noon
October 4 & 11; 1 p.m. – 3 p.m.
Course ID: 3TCQY1

Pleasanton

Location: Amador Recreation Center
4455 Black Avenue, Pleasanton, CA 94566
September 27 & October 4, 10 a.m.- noon
Course ID: VE1ZD1

Location: Pleasanton Cultural Arts Center
4477 Black Avenue, Pleasanton, CA 94566
October 12 & 19, 1 p.m.- 3 p.m.
Course ID: VE1ZD1