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by JennaM | Aug 29, 2019

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Leadership in the Wealth Planning Community

by JennaM | Aug 13, 2019

Who We Are The Summit Study Group members bring a broad diversity of resources, perspectives and experiences to their clients and have the opportunity to share with other members when we meet semi-annually and throughout the year. “We help bring about a different...

In Memory of Robert K. O’Dell 1966-2017

by Summit Study Group President | Jan 1, 2018 | News

Many will remember Rob’s fun loving and cheerful spirit. He connected many of us together. Rob always spoke about his two boys, Daniel and Calvin, their sports activities and how proud he was of them. He also was an insufferable Green Bay Packers fan. Professionally,...

About

by JennaM | Apr 28, 2015

About the Summit Study Group “Our members bring about a different level of leadership that we feel is much needed in the wealth planning community.” The Summit Study Group binds creative, innovative and dedicated financial service professionals...

Member News

by JennaM | Apr 28, 2015

Member News & Activities Cetera Adds Two Advisors With Nearly $600M In Total Assets Counseling Special-Needs Families — Minoti Rajput is featured in a Wall Street Journal Article NAWBO Greater Detroit Announces its 2012 Annual Prestigious Top 10 Michigan...

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“Our members bring about a different level of leadership that we feel is much needed in the wealth planning community.”

Semi-annual meetings allow the Summit Study Group members and guests to learn and share their knowledge and insights about financial and wealth planning matters.

Our member-hosted meetings are held in various cities across the United States.

The Summit Study Group’s future meeting is scheduled to be held in

Washington DC — July 2024