Summit University

Summit University Logo

 

Millenials

Summit Financial Group invites you to attend our LIVE Zoom webinar:

Preparing for a Post-Grad World: Mapping Your Financial Future

You’ve graduated! Congratulations! What’s next? Now that you are on your own, you may feel overwhelmed managing your post-grad financial life. No need to stress, we can help. During this interactive session, we’ll provide practical tips for navigating the next chapter. The decisions you make today, like setting up a 401(k) plan or making strides to repay student loan debt, can help set you on the path toward financial success in the future. We’ll give you the necessary tools to move forward with confidence.

During the webinar we’ll cover:

• Creating and managing a budget
• Setting financial goals
• Understanding employer benefits
• Saving for retirement
• Investing strategies
• The big picture – life beyond work

Your Host: Financial Advisor, Dash Grammer, CFP®

Join us on Thursday, June 16th at 4:30 p.m. PST. Our hope is for this to be a community event where people feel welcome to ask questions in an informal environment. Please forward this invitation to those who would benefit.
There is no cost or obligation for this event.

Meeting Details:

Register here. After registering, you will receive a confirmation email containing information about joining the meeting. We hope to see you!

Dash Grammer is a Registered Representative and Investment Advisor Representative of Securian Financial Services Inc. TR# 4760625 DOFU 6/2022

 

Mature Couple on Roadtrip

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 will reopen in the fall of 2022 for our two-session Retirement Planning Today workshop.

 

Woman looking at the view

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.

Register Here! 

*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.

MSIRobot