Summit University

Summit University

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

 

Up Next …

 

Our Retirement Planning Workshops are returning this fall to locations in Danville, Livermore, Pleasanton, San Ramon and Walnut Creek.

 

 

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 Pleasanton Retirement Planning Today workshop through the Pleasanton Adult and Career Education center. Evening classes are available in September and October. Reserve your seats for the following classes:

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

Location: Village High School, Room 102
4645 Bernal Ave, 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.

 

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.

Coming this fall to locations in Livermore, Pleasanton, and Walnut Creek!