Because achievement comes in many forms FP: Individual Tax & Financial Planning
EB: Employee Benefits RP: Retirement Plans

Seminars/Webinars

Available Workshops

 

Available Workshops

Employee Education Workshops

Summit Financial Strategies is pleased to be able to offer the following Employee Education Workshops:
 

  • Introduction to Financial Planning

    An overview of personal financial management and the six areas of Financial Planning.

  • Personal Risk Management

    A comprehensive review of the short- and long-term risks we face and the best ways to protect against them.

  • Planning and Saving for Higher Education

    The why, when and how of saving for higher education, including how to take advantage of available tax breaks.

  • Asset Allocation and Portfolio Construction

    How prudent asset allocation and wealth management can improve your financial results.

  • Retirement Planning

    A comprehensive overview of how to prepare for retirement and generate the income needed to maintain your lifestyle in retirement.

  • Estate Planning & Administration

    Defining what Estate Planning really is and the importance of proper preparation.

The principal workshop instructor, Peter M. Manning, MST, CPA, PFS, has more than 20 years of financial services experience. Participating employees will benefit from his comprehensive knowledge and practical advice in financial matters that many people are concerned about now more than ever.

Please feel free to contact us and schedule a single workshop or series of workshops that would be most convenient for your employees. We generally recommend that these meetings be held at lunchtime or, alternatively, as an end-of-business session.

The seminars/webinars held through August 2011 are when the professionals of Summit Financial were with Ogilvie Security Advisors Corp. The professionals of Summit Financial have not been with Ogilvie Security Advisors Corp. since August 31, 2011 and have no further affiliation with that organization.

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Securities and advisory services offered through Commonwealth Financial Network, Member www.finra.org and www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services, as well as benefits consulting and plan administration, offered by Summit Financial Corporation are separate and unrelated to Commonwealth. Fixed insurance products and services, as well as tax services, offered by Summit Financial Strategies, Inc. are separate and unrelated to Commonwealth. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, ME, MD, MA, MI, NV, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VT, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.