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Summit Financial Group invites you to attend:

When the Market Crashes

There has been a lot of market noise recently and many dramatic headlines coming at us around rising interest rates, inflation, the economic impacts of the Russia-Ukraine crisis, supply chain disruption, and China’s zero COVID policy. During this event we will provide insight into recent market volatility and discuss actions you can take to safeguard your investments.

Your Speakers: Financial Advisors Brendan Noonan, CFP®, and Jeneen Slack, CFP®, CDFA®

Event Details:

Tuesday, May 31st, 5:30 p.m. – 6:30 p.m. (Webinar)

Register here:

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 anyone you know who would benefit. Join us!

TR# 4753581 DOFU 05/2022


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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-session Retirement Planning Today workshop. Classes are available through winter and spring. Reserve your seats:

San Ramon Community Center
12501 Alcosta Blvd, San Ramon, CA 94583
Thursdays, May 19 & 26, 6:30 p.m. – 9:00 p.m.
Register Here!

Danville Library
400 Front St, Danville, CA 94526
Tuesdays, May 17 & 24, 6:30 p.m. – 9:00 p.m.
Register Here!


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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.