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




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:



Danville Library
400 Front Street, Diablo Room, Danville, CA 94526
Tuesdays, May 1 & 8; 6:30-9 p.m.
Thursdays, May 3 & 10; 6:30-9 p.m.
Course ID: X5ZCN1



Pleasanton Adult and Career Education
Village High School, Room 603
4645 Bernal Avenue, Pleasanton, CA 94566
Thursdays, May 10 & 17; 6:30 – 9 p.m.
Wednesdays, May 16 & 23; 6:30 – 9 p.m.


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:


Robert Livermore Community Center
4444 East Avenue, Livermore, CA 94550
Wednesdays, March 21  & 28; 1-3 p.m., Sycamore Room
Course ID: H8RJU1