Upcoming Events

Each year Summit plans and hosts a variety of entertaining and enriching events aimed at helping our clients and our community become better educated and better acquainted. From our signature annual events like the Summit Symposium and our Charity Golf Tournament to more intimate gatherings such as our Summit University classes and workshops, we provide you with opportunities to grow, learn and have fun.

Summit University

Summit University plans, develops, and hosts a variety of educational events created with the needs and interests of our clients and community in mind. Our unique offerings are held throughout the Bay Area and range from our ongoing retirement and divorce workshops to teen financial classes and everything in between. Through education, we endeavor to give you the tools you need to thrive today and in the future. Click below to learn more about our current classes.

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Annual Golf Tournament

Our Annual Charity Golf Tournament demonstrates Summit's commitment to giving back to our community. The tradition continues with your help. Click below to find out more about our upcoming tournament, see photos of past events, sign up to play or become a sponsor.

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Summit Symposium

Summit Symposium – Our signature annual event held to entertain, educate and inspire our clients and guests. Dedicated to great food and wine, fantastic guest speakers, and socializing, it’s an event you won’t want to miss! Click below to learn more.

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