Summit University

Summit University is a series of educational events designed for our clients, their friends, and our community.

 

Up Next …

 

PPP Zoom Image

Maximize the Use and Forgiveness of Your PPP Loan

Many of our clients have had questions about the PPP program recently. Now that the money is in the system … owners want to know how to optimize it. Obtaining the maximum forgiveness for funds received under the Paycheck Protection Program is not always a straightforward process. Planning carefully is important. Please join us on Wednesday, June 3rd at 4 p.m. as Frank Balestreri from the consulting group at Sensiba San Filippo shares his best practices for utilizing the PPP loans and answers your questions about the program.

During the call, we will explore the following:

• PPP-eligible expenses
• Aligning spending plans with PPP guidance to maximize your loan forgiveness
• Performing calculations and assembling the required documentation
• Reporting to your lender
• Responding to changing PPP requirements
We hope you will join the conversation!

Zoom Information:

When: June 3, 2020 04:00 PM Pacific Time (US and Canada)

Register in advance for this meeting:
https://us02web.zoom.us/meeting/register/tZMvf-ihpzMiEtLR-zB3AwH4ILSCgnpFBOqq

After registering, you will receive a confirmation email containing information about joining the meeting.

Neither Summit Financial Group nor Securian Financial Services are affiliated with Frank Balestreri or Sensiba San Filippo.

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. TR# 3101340 DOFU 05/2020

 

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, or click here to register.

*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.

 

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 2020 for our two-session Retirement Planning Today workshop.

 

Wealth Creation Today – A Personal Finance Course For Professionals

Nearly every successful professional could benefit from increased financial fluency. Whether you are a corporate veteran, business owner, high-powered consultant, or independently wealthy, Wealth Creation Today® uses a comprehensive, unbiased approach to deliver rewards over a lifetime that you can use to set the foundations of your legacy.

Come together with your peers for an insightful approach to building the personalized tools and strategies necessary for a lifetime of informed decisions.

Registration will reopen in the fall of 2020 for our two-session Wealth Creation Today workshop.

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