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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 Best Age to Buy Long-Term Care Coverage

Long Term Care – Taxes – The Government

New Investment Income Surtax – What it Means for You

Concierge Medicine – The Future of Health Care

Mind Mapping: A Revolutionary Approach To Daily Health and Wealth

SAM Talks: Minoti Rajput – Special Needs Planning; a Unique Opportunity

The Summit Study Group was formed in 2005 and is a non-profit organization, under the Internal Revenue Code Section 501 (c) 6.