The Summit Study Group - Leadership in the Wealth Planning Community

Regular number of members: maximum 18, minimum 10.
The production requirement has been set at $250,000 first year fee/commissions minimum. (May include securities and group commissions.)
New qualifying members of The Summit Group are provisional for the first year. During provisional status they have voice, but no vote.
No more than two from the same agency (one is preferred).
Two meetings per year. Meetings are to begin at the host's discretion but no earlier than Wednesday at 3:00 p.m. and no later than Thursday at 8:00 a.m. They are to end on Friday by 1:00 p.m. Attendance at all meetings is expected. Members should schedule around meeting dates.
Meetings will rotate among member locations. The member who hosts the meeting prepares the agenda and sends it to the other members two calendar months prior to meeting. Members are expected to submit subject suggestions to the host of the next meeting, after the current meeting has ended.
Host handles all program details. All meeting costs are shared equally by all members; including any who do not attend. Host does not share in presentation responsibility.
"Members Only" business meetings are to be held on the Friday of each gathering and conducted by the President. The Secretary is to take notes and distribute them to members within ten (10) days following the meeting.
Members are expected to make presentations on subject matter that they think other members will benefit from.
Admissions and expulsions must be unanimous. Withdrawal from the group requires written notice two months prior to the next scheduled meeting, sent to the scheduled host (otherwise, you owe the meeting fee). Admission is by invitation and proposed member gives presentation at his/her first meeting.
What is shared is private to the group... open presentations are expected.
Members must stay at Hotel of host's choice.
Communications among members between meetings on important topics is expected. E-mails are the preferred method of communications.
Any change in our guidelines must be approved by 2/3 of members present at a meeting; failure to meet the 2/3 approval, means the item would be rejected.