Summit Study Group President | Summit Study Group

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,...

“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:

Birmingham Alabama — January 2021

Seattle Washington — July 2021

Raleigh North Carolina — January 2022