News & Events

News & Events

Summit hosts a variety of opportunities for clients to learn, meet one another, and be enriched. From our signature events like the Summit Symposium or our Charity Golf Tournament, to our quarterly newsletter, the Summit Perspective, news articles and white papers, there’s plenty of resources available to members of the Summit family.  Be sure to follow us on Facebook and LinkedIn where we keep our community up to date on charitable events, activities, and all things Summit.

Wrap-up: It's a Big One!

September 18, 2017
Ruby Hill Golf Club, Pleasanton

This year was our biggest year yet in terms of attendance and donations. Read on to learn how much we raised for Rooms of Hope and how those funds will be used.


Summit's Signature Event

Save the Date! February 24, 2018
Palm Event Center, Pleasanton

Summit Symposium is an event we hold for our clients and friends as a way to E...


Retirement Planning Seminars

If you're looking to prepare for your retirement or rejuvenate your retirement…learn how to build wealth and align your money with your values to accomplish your goals in life.

Check out the list of Fall Seminars in the East Bay.


Summit Perspective Newsletter

Our newsletter, Summit Perspective, is published quarterly. Read our latest with industry related articles and find out what's going on at Summit.



  • Read articles & white papers, and see what Summit is doing in the community.

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Summit Educational Events

  • Summit University is a series of educational events that are hosted for our clients, their friends and our community. If there are topics you want to hear about, please let us know.

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