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. 

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




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.  Reserve your seats by clicking on the links below for the following locations:



Granada High School
400 Wall Street, Livermore, CA 94550
January 31 & February 7; 6:30-9 p.m.
February 6 & 13; 6:30-9 p.m.
Course ID: QZDQV1


San Ramon

Alcosta Senior and Community Center
9300 Alcosta Blvd., Room 112, San Ramon, CA 94583
Tuesdays, February 27 & March 6; 6:30-9 p.m.
Wednesdays, March 7 & 14; 6:30-9 p.m.
Course ID: 3B0V41


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 workshops.  Reserve your seats by clicking on the links below for the following locations:


Pleasant Hill

Pleasant Hill Community Center
320 Civic Drive, Pleasant Hill, CA 94523
Tuesdays, February 20 & 27; 10 a.m. – noon
Thursdays, March 1 & 8; 1 – 3 p.m.
Course ID: 4U0121



Firehouse Arts Center
4444 Railroad Avenue, Pleasanton, CA 94566
Wednesdays, March 7 & 14; 10 a.m. – noon
Tuesdays, March 13 & 20; 1 – 3 p.m.
Course ID: 1JRTP1