The Summit Study Group was formed in 2005 for the purpose
of bringing together some of the top business and personal financial advisors
from across the country to
share their individual expertise. The objective is to achieve an even higher
level of personal growth and professional development. We currently have sixteen
members, all of whom are top professionals in their respective field of expertise,
and each with several years of experience. A prospective member is carefully
screened before he or she is invited to join the study group. They are on a
provisional basis for the first year.
Carefully selected guests are invited to speak
before the group at our spring and fall meetings. Every meeting is
evaluated as to content and benefit to the group and input is given
to the host of the next meeting. As a result, each member has benefited
in personal and professional development, with the ultimate benefit
to the community and clients they serve.
The
Summit Study Group binds creative, innovative, hard working and growing
financial service professionals together for brief productive meetings.
The purpose is to provide mutual support and growth in an educational
context where we can broaden our perspective of our industry and careers.
This will be done by exchanging technology and sales ideas along with
motivational and planning techniques. Sharing a broad diversity of resources,
perspectives and backgrounds provides expansion of our minds and lives
through a mutual relationship.
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Semiannual meetings featuring noted
speakers are conducted to share knowledge and insight
with this elite wealth planning community. Member
hosted
meetings
are held at various sites across the nation. The next
meeting sites and dates are listed below:
Columbus, OH
July 23-25, 2008
Birmingham, AL
January 21-23, 2009
Chicago, IL
July 22-24, 2009
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