860.269.0909

Learn more about our unique

SUMMIT RETIREMENT SOLUTIONS PROCESS

Get the information that can help you live a confident retirement.

ATTEND AN EVENT

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

March 22nd and 24th
Tax Roth Conversion
More Information Coming Soon
April 19th and 21st
Overall Retirement Planning
More Information Coming Soon
May 17th and 19th
Overall Retirement Planning
More Information Coming Soon
June 14th and 16th
Women’s Retirement
More Information Coming Soon
July 12th and 14th
Overall Retirement Planning
More Information Coming Soon
August 9th and 11th
Women’s Retirement
More Information Coming Soon
September 13th and 15th
Tax Roth Conversion
More Information Coming Soon
October 4th and 6th
Women’s Retirement
More Information Coming Soon
October 26th and 28th
Overall Retirement Planning
More Information Coming Soon
November 15th and 17th
Overall Retirement Planning
More Information Coming Soon
Rather Meet
ONE-ON-ONE
Schedule a meeting with a member of our team to create your financial strategy today.
Or give us a call at 860.269.0909