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Community & education

Summit Financial Partners understands the importance of community education. That is why we regularly host financial workshops on various topics around retirement and retirement planning.

If you or someone you know finds value in our upcoming events listed below, please register today! If you are between the ages of 55-70, you CAN’T afford to miss these events. This is your opportunity to learn more about the strategies that help you prepare for your retirement.

Group at event

Upcoming Events

Disclaimer:  The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

The content within this site is for informational and educational purposes only and does not constitute legal, tax or investment advice. Customers should consult a legal or tax professional regarding their own situation. This site is not an offer to purchase, sell, replace, or exchange any product. Insurance and annuity products and any related guarantees are backed by the claims paying ability of the issuing insurance company. Insurance policy applications are vetted through an underwriting process set forth by the issuing insurance company. Some applications may not be accepted based upon adverse underwriting results.