Retirement Planning Today®
An Educational Course for Adults
Several times a year, Summit Financial Group LLC partners with local Adult Education Departments to offer Retirement Planning Today®, an educational course for adults.
Retirement Planning Today® contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.
Learn how to:
- Determine the amount of money you need to retire
- Create your own goals for a "successful retirement"
- Eliminate debt and improve cash flow
- Properly convert your IRA to a Roth IRA
- Select the Retirement Plan distribution choice that is right for you
- Plan your retirement income to preserve a comfortable standard of living
- Transfer the risk of potential financial losses before or during retirement
- Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning
For upcoming classes in Livermore, in partnership with Livermore Valley Adult Education, CLICK HERE.
For upcoming classes in Pleasanton, in partnership with Amador Valley Adult Education, CLICK HERE.
For upcoming classes in the Town of Danville, CLICK HERE.
For upcoming classes in the City of San Ramon, CLICK HERE.
SAVE THE DATE
9TH ANNUAL SUMMIT FINANCIAL GROUP CHARITY GOLF TOURNAMENT
Thank you to all that joined us at Castlewood Country Club on Monday, October 3rd for our 9th Annual Charity Golf Tournament. Because of your support, and the support of our sponsors and donors, we were able to raise over $26,000 for the Veteran's Memorial Building of the San Ramon Valley! Thank you for another great event!!
PREVIOUS EVENTS
8TH ANNUAL CHARITY GOLF TOURNAMENT
Our 8th Annual Charity Tournament was held on Monday September 27, 2010 at Diablo Country Club!
All proceeds benefit Hoofprints on the Heart Adaptive Riding Center (www.hotharc.org) in Livermore. Hoofprints on the Heart Adaptive Riding Center (HOTHARC) is a non-profit founded by three women with various life experiences, and all having a common dream of pairing horses with the disabled population. Through that special partnership with horses, and by focusing on abilities rather than limitations, HOTHARC offers challenging individualized programs which encourage physical, academic, social and emotional growth to individuals with special needs.
7TH ANNUAL CHARITY GOLF TOURNAMENT
Dinner and Silent Auction
Crow Canyon Country Club, Danville
Monday October 12, 2009
The 7th Annual Summit Financial Group Charity Golf Tournament was a huge sucess! This year’s proceeds went to The Troy and Alana Pack Foundation, the foundation formed by Bob and Carmen Pack of Danville, in memory of their children, Troy and Alana, who were struck and killed by a drunk driver in October 2003.
CASH OUT MOVE ON
An Executive Briefing for Business Owners
San Ramon Marriott
Thank you to those that joined Summit Financial Group, RINA accountancy corporation, and Bridge Bank as they hosted Author and Speaker John Brown and M&A Specialist Kevin Short, co-authors of the book as they discussed the four factors that all business owners need to be aware of to get top dollar when selling their businesses to outside parties.
