Challenges in Long Term Care Planning

by | Apr 15, 2015 | Resources

People are in better shape today than ever before as they age. An 80-year-old in the year 2014 is likely to be significantly healthier than an 80-year-old was in 1984 or 1964. Elderly individuals have been the beneficiaries of more efficacious medications, and...

Resources for Financial Planning Professionals

by | Apr 15, 2015

Resources for Financial Planning Professionals and Individuals    Challenges in Long Term Care Planning Financial Dialog with Aging Parents Instilling Good Financial Values in Your Children Spring Cleaning Newsletter Women…An Important Message Facing the Future – The...

Sponsors

by | Apr 15, 2015

  Recent Sponsors The following entities have gone above and beyond to help ensure the success of our group as a whole and, therefore, the continued success of our individual members.  For this, we simply say, “Thank you!”...

Guidelines

by | Apr 14, 2015

  The Summit Study Group Membership Guidelines     Regular number of members: maximum 18, minimum 10. The gross income requirement for all members is a minimum of $400,000, which may include both professional fee and/or commission revenue. New...

Financial Dialog with Aging parents

by | Apr 14, 2015 | Resources

Whether you are thirty‐five years old and have parents in their sixties or you are sixty years old with parents in their eighties, you are either dealing with issues related to aging or you will in the coming years. At some point in their lives, parents and grown...