Summit University

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

 

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Retire On Purpose

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

Retire On Purpose

Retirement presents you with the unique opportunity to reinvent yourself, follow your heart, and immerse yourself in the things you care about most. What will you do after you retire? Many people are so focused on the financial component of retiring and reaching that finish line, that they fail to plan for what life will look like once they exit their career path. This presentation and associated materials will help you retire with purpose and live your best life.

Summit helps people create financial plans that will take them to retirement and beyond. Let us also help you plan to live with purpose and passion.

Hosts: Summit Financial Group Advisors Brendan Noonan CFP® and Steve Wilcox CAP®, CFP®, ChFC®, CFS

Join us on Thursday, September 24th at 4:00 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 and no software downloads required.

Meeting Details:

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

TR# 3230353 DOFU 09/2020

 

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, 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.

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