Summit University

Summit University

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


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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, 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 is now open for our two-session Retirement Planning Today workshop. Classes are available January through May. Reserve your seats for the following locations:

Robert Livermore Community Center

4444 East Avenue, Livermore, CA 94550

Tuesdays, January 22 & 29, 6:30 p.m. – 9:00 p.m.

Wednesdays, January 30 & February 6, 6:30 p.m. – 9:00 p.m.

Course ID: YBQ501


Rejuvenate Your Retirement – For Retirees

This course explains financial strategies designed to accomplish objectives such as tax-efficient income planning generation, lifestyle preservation and providing a legacy. We also integrate fun and fulfilling activities such as travel, hobbies, sports, business ventures and lifelong learning into the discussion to help you make the most of your retirement.

Registration is now open for our two-session Rejuvenate Your Retirement workshop. Classes are available February through March. Reserve your seats for the following locations:

Firehouse Arts Center
4444 Railroad Avenue, Pleasanton, CA 94566
Wednesdays, February 13 & 20, 10:00 a.m. – 12:00 p.m.
Thursdays, February 21 & 28, 1:00 p.m. – 3:00 p.m.
Course ID: NMKYJ1

Pleasant Hill Community Center
320 Civic Drive, Pleasant Hill, CA 94523
Tuesdays, February 19 & 26, 10:00 a.m. – 12:00 p.m.
Wednesdays, February 27 & March 6, 1:00 p.m. – 3:00 p.m.
Course ID: DMABB1

Robert Livermore Commmunity Center
4444 East Ave, Livermore, CA 94550
Tuesdays, February 26 & March 5, 10:00 a.m. – 12:00 p.m.
Wednesdays, March 20 & 27, 1:00 p.m. – 3:00 p.m.
Course ID: TDXN91


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 is now open for our two-session Wealth Creation Today workshop. Classes are available in March. Reserve your seats for the following locations:

San Ramon Community Center
12501 Alcosta Blvd, San Ramon, CA 94583
Thursdays, March 7 & 14, 6:30 p.m. – 9:00 p.m.
Tuesdays, March 19 & 26, 6:30 p.m. – 9:00 p.m.
Course ID: 16MVN1

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