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Summit University

Summit University

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

 

Up Next …

 

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 February through March. Reserve your seats for the following locations:

Danville Library
400 Front Street, Danville, CA 94526
Mondays, February 3 & 10, 6:30 p.m. – 9:00 p.m.
Thursdays, February 13 & 20, 6:30 p.m. – 9:00 p.m.
Course ID: EMFNN1
Click here to register.

Village High School
4645 Bernal Ave, Pleasanton, CA 94566
Wednesdays, February 12 & 19, 6:30 p.m. – 9:00 p.m.
Thursdays, February 20 & 27, 6:30 p.m. – 9:00 p.m.
Click here to register.

Amador Rancho Community Center
1998 Rancho Park Loop, San Ramon, CA 94582
Wednesdays, February 12 & 19, 6:30 p.m. – 9:00 p.m.
Thursdays, February 20 & 27, 6:30 p.m. – 9:00 p.m.
Course ID: EN6DX1
Click here to register.

Robert Livermore Community Center
4444 East Avenue, Livermore, CA 94550
Wednesdays, February 26 & March 4, 6:30 p.m. – 9:00 p.m.
Saturdays, March 7 & 14, 9:30 a.m. – 12:00 p.m.
Thursdays, March 19 & 26, 6:30 p.m. – 9:00 p.m.
Course ID: 6RWFM1
Click here to register.

 

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 February through May. Reserve your seats for the following locations:

Lafayette Library and Learning Center
3491 Mt. Diablo Boulevard, Lafayette, CA 94549
Tuesdays, February 25 & March 3, 6:30 p.m. – 9:00 p.m.
Thursdays, March 5 & 12, 6:30 p.m. – 9:00 p.m.
Course ID: CJDF01
Click here to register.

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