Summit University

Summit University

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

 

Up Next …

 

 

Second Saturday Divorce Workshops

Are you considering divorce, or in the midst of a divorce? As you contemplate your next steps and possibly plan your next chapter, it is important to have the tools needed to evaluate the impact divorce can have on your personal and financial life. 

This workshop run by an attorney, a therapist, and a financial advisor will touch on the legal, emotional, and financial topics involved with divorce. Discussions will include issues and challenges that everyone considering or going through a divorce should understand. Come educate yourself and explore various options available to you as you work toward building a strategy for future emotional and financial success. 

Visit our Second Saturday website to learn more, or click here to register.

*Financial advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

 

 

Teens & Money: Setting the Stage for Financial Success

Chances are your kids first learned about saving money from a piggy bank. As your children grew they may have traded in their pigs for a savings account to store their allowance, cash gifts and babysitting money. Now it’s time to look to the future. Your teen will soon be headed off to college and will need to learn how to become financially independent adults. As parents, our goal is to provide our children with the tools they need to go out in the world and thrive. This complimentary class will lay a foundation that will last a lifetime.

During this fun and educational session for teens and parents, the following topics
will be covered:

-Creating and managing a budget
-Setting financial goals
-Saving and spending
-How to make smart purchases
-Investments
-How to manage a bank account
-Credit and debt
-Cost of living: rent vs. ownership
-How to protect your identity and assets

Two dates & locations:

Summit Financial Group
Thursday, August 2
3 p.m. – 4:30 p.m.
2010 Crow Canyon Place, Suite 130
San Ramon, CA 94583

Inklings Coffee & Tea
Thursday, August 9
3 p.m. – 4:30 p.m.
530 Main Street
Pleasanton, CA 94566

R.S.V.P. to angela@summitadvisors.com, or call us at 925-866-7800. Click here to download the flier. 

 

Securing Your Retirement: Transforming Social Security Into a Winning Retirement Strategy

Two of the top questions we receive from clients nearing retirement are: When do I start collecting Social Security, and how do I maximize what is available to me? Join us as Michael Wade, a Vice President from BlackRock®, discusses the ins and outs of Social Security including:

-The ideal time to apply

-Tax implications

-The rules of retirement benefits

-Spousal considerations

-Collection strategies

Summit Financial Group Advisors Brendan Noonan and Michael Schomaker will be available to answer questions about Social Security planning and any other financial planning questions you may have. We hope you can join us!

When: Wednesday, August 29, 6:30 p.m. – 7:30 p.m.

Where: San Ramon Community Center
12501 Alcosta Boulevard, Terrace Room
San Ramon, CA 94583

Cost: Free, no obligation

R.S.V.P to angela@summitadvisors.com, or call our office: 925-866-7800

*Financial advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

 

 

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 will reopen in the fall for our two-session Retirement Planning Today workshops. 

 

 

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 will reopen in the fall for our two-session Rejuvenate Your Retirement workshops.