Summit hosts a variety of opportunities for clients to get educated, meet one another, and be enriched. From our signature events like the Summit Symposium or our Charity Golf Tournament, to our quarterly newsletter The Summit Perspective, and various articles and white papers, there’s plenty of resources available to members of the Summit family. Be sure to follow us on social media where we keep our community up to date on charitable events, activities, and news related to Summit.
September 18, 2017
Ruby Hill Golf Club, Pleasanton
This year was our biggest year yet in terms of attendance and donations. Read on to learn how much we raised for Rooms of Hope and how those funds will be used.
Save the Date! February 24, 2018
Palm Event Center, Pleasanton
Summit Symposium is an event we hold for our clients and friends as a way to E...
If you're looking to prepare for your retirement or rejuvenate your retirement…learn how to build wealth and align your money with your values to accomplish your goals in life.
Check out the list of Fall Seminars in the East Bay.
Our newsletter, Summit Perspective, is published quarterly. Read our latest with industry related articles and find out what's going on at Summit.
Read articles & white papers, and see what Summit is doing in the community.
Summit University is a series of educational events that are hosted for our clients, their friends and our community. If there are topics you want to hear about, please let us know.