Quarterly Newsletter

Summit Perspective Spring 2020 EditionSpring 2020

Inside This Edition …

  • Feature Article: A Message to Our Clients
  • Summit Spirit Award: Laurie – Dakin Humane Society
  • Summit U: Our Spring Lineup Goes Virtual
  • Spring Cleaning Shredding Event – It’s On!
  • Our 8th Annual Summit Symposium Wrap-up – Positively Wonderful
  • COVID-19 Financial Planning Information
  • Summit Trivia Challenge

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A Message from Summit

Dear Valued Clients,

As the COVID-19 situation continues to evolve and impact our community and the world, we want to update you on measures Summit has taken to ensure your health and safety as well as the wellbeing of our team. We also want to assure you that we are committed to continuing to provide a high level of service supporting you during these unprecedented times.

Much has changed since our first coronavirus communication went out to you on March 16th. In the past few weeks, the markets have fluctuated extensively, the IRS has extended tax payment deadlines, a record number of Americans applied for unemployment benefits (as of April 2) and the government approved a $2 trillion economic plan. By the time you receive this communication, more will have changed. We’re doing our best to stay abreast of news that will affect you and to keep you well informed and well served.

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Previous Issues

Winter 2020
Fall 2019
Summer 2019
Spring 2019
Winter 2019
Fall 2018
Summer 2018
Spring 2018
Winter 2018
Fall 2017
Summer 2017
Spring 2017

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