Thank You Symposium 2021

Summit Symposium Graphic

Thank you to those who attended the 9th Annual Summit Symposium Series! We hope you found the events educational, entertaining, and inspiring!

For those of you who requested more information on the Summit Financial Foundation, the foundation was formed in 2016 and formalizes the giving process that has grown with Summit since its beginning in 2006. Through our pledges and the generous donations of our clients and friends, we’ve been able to have a meaningful impact on dozens of charities in our community. To learn more, visit

If you would like to learn more about our featured Symposium charity, Open Heart Kitchen, and how you can help their mission, click here.

Again, thank you for joining us. If you have any feedback on the day, please let us know!

We look forward to seeing you next year at the 10th Annual Summit Symposium on Saturday, February 26, 2022 at Casa Real at Ruby Hill Winery, or at one of the many educational events we will be hosting throughout the year!

9th Annual Symposium Presenters

Reagan Anderson, Political ExpertReagan Anderson
Thursday, October 15, 2020; 12PM-1PM PST

Reagan Anderson is a senior vice president of government relations at Capital Group. She has 19 years of industry experience and has been with Capital Group for four years. Prior to joining Capital, Reagan worked as a senior vice president for congressional affairs at the Consumers Bankers Association in Washington, D.C. Before that, she held various positions in government affairs for the New York Stock Exchange, the Private Equity Growth Capital Council, Fannie Mae and the Federal Home Loan Bank of Atlanta. She also served on Capitol Hill as a staff liaison to the Senate Banking Committee. She holds a bachelor’s degree in journalism from the Scripps School of Journalism at Ohio University. Reagan is based in Washington, D.C.


Dr. Ann Kulze, Author, Wellness ExpertDr. Ann Kulze
Thursday, November 19, 2020; 4PM-5PM PST

Dr. Ann Kulze is a best-selling author, physician, and highly sought motivational speaker in the areas of nutrition, healthy living, and disease prevention. With formal training in both nutrition and medicine, along with extensive “hands on” experience as a wife, mother of 4, and trusted family physician, Dr. Ann has distinguished herself as a one-of-a-kind “real world” nutrition and wellness expert. She received her undergraduate degree in Food Science and Human Nutrition from Clemson University and her medical degree from the Medical University of South Carolina, where she graduated as the valedictorian of her class. She is the Founder and CEO of the wellness education firm, Dr. Ann Wellness.

Dr. Ann is the author of six books including her best-selling, award winning Eat Right for Life series (WELCOA). She has been featured in many national media outlets including the Dr. Oz show, Oprah and Friends Radio, Time Magazine, USA Weekend, NPR, and Prevention Magazine, among many others. When she is not writing, researching or motivating others through her speaking engagements and her online Healthy Living School®, Dr. Ann lives her wellness message enjoying swimming, running, kayaking, cooking, gardening, and spending time with her family in her native Charleston, S.C.


Jeff Rosensweig, International Business and Finance ProfessorJeff Rosensweig
Thursday, January 21, 2021; 4PM-5PM PST

Jeffrey Rosensweig is the Director of the John Robson Program for Business, Public Policy, and Government at Goizueta Business School of Emory University. Previously, he served for six years as the Associate Dean for Corporate Relations. An international business and finance professor, he is a frequent keynote speaker on topics related to global and U.S. economic and financial trends and forecasts.

Jeff has written three books, including the critically-acclaimed Winning the Global Game: A Strategy for Linking People and Profits. Dr. Rosensweig received his M.A. and B.A. in economics (summa cum laude) from Yale University and a Ph.D. in economics from MIT. Further, he received a master’s degree in philosophy, politics, and economics as a result of two years of study at
Oxford University as a Marshall Scholar.

Elected by the faculty in 1996, Professor Rosensweig served for 12 years as Chairman of Emory University’s Center for Ethics.

TR# 3395592 DOFU 1/2021


Shawn Achor, Author, Leading Expert on Happiness and SuccessShawn Achor
Saturday, February 27, 2021; 11AM-12PM PST

Shawn Achor is the bestselling author of The Happiness Advantage and Big Potential. He spent 12 years at Harvard, where he won over a dozen distinguished teaching awards, and delivered lectures on positive psychology in the most popular class at Harvard. Shawn graduated magna cum laude from Harvard and earned a Masters from Harvard Divinity School in Christian and Buddhist ethics.

Shawn has since become one of the world’s leading experts on the connection between happiness and success. Shawn has now worked with over a third of the Fortune 100 companies, and with places like the NFL, the Pentagon and the U.S. Treasury. To do his work, Shawn has traveled to 51 countries, speaking to farmers in Zimbabwe, CEOs in China, doctors in Dubai and schoolchildren in South Africa. In 2014, Oprah Winfrey did a two hour interview with Shawn on the science of happiness and meaning. His research on happiness made the cover of Harvard Business Review, his TED talk is one of the most popular of all time with over 16 million views, and his lecture airing on PBS has been seen by millions.

Neither Summit Financial Group nor Securian Financial is affiliated with Reagan Anderson, Dr. Ann Kulze, Jeff Rosensweig or Shawn Achor. TR# 3255822 DOFU 9/2020