The Latest News

The Retirement Income Challenge

June 18, 2017 | Category: White Papers

At its core, retirement is a lifetime income challenge. When someone quits working, their lifestyle still requires monthly expenditures, but the corresponding paycheck disappears. Replacing that paycheck is the... Read More

Summit Advisor Among Graduates of Leadership San Ramon Valley Class of 2017

June 2, 2017 | Category: Articles Community

Congratulations to Jeneen Slack, who joined the ranks of Summit advisors to successfully complete the fantastic program offered through Leadership San Ramon Valley. Among those in attendance at the... Read More

Summit Places 4th at Junior Achievement’s Social Innovation Camp!

May 27, 2017 | Category: Articles

Summit’s Laura O’Brien and Michael Lahl had the opportunity to be mentors at this year’s Junior Achievement Social Innovation Camp again. Since 2012, This Northern California initiative of Junior... Read More