Who We Are
Summit Study Group members bring a broad diversity of resources, perspectives and experiences to our 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 level of leadership that we feel is much needed in the wealth planning community.”
Our Mission Statement
The Summit Study Group binds creative, innovative and dedicated financial service professionals together by sharing resources and educational materials. Its purpose is to provide mutual support and growth in an educational context to broaden understanding within the financial planning and financial services professions.
Our next meeting will be virutal in July 2021 followed by our January 2022 meeting in Birmingham Alabama
Our 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. These member-hosted meetings are held in various cities across the United States.
July 2022 — Seattle Washington
January 2023 — Raleigh North Carolina
July 2023 — Columbus Ohio