“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.
The Summit Study Group’s future meetings are scheduled to be held in:
Seattle Washington — July 2020
Birmingham Alabama — January 2021
Columbus Ohio — July 2021
Raleigh North Carolina — January 2022