Recent Sponsors...
Meetings...

The following entities have gone above and beyond to help ensure the success of our group as a whole and, therefore, the continued success of our individual members.  For this, we simply say, "Thank you!"

Platinum Level
The Hartford
Lincoln Financial Advisors
Gold Level
Ash Brokerage
Columbus Life
Highland Capital
John Hancock
Silver Level
CLS Investment Firm, LLC
Inland
Old Mutual
PTS Asset Management
© 2005-2010 Summit Study Group. Designed by Rural Designs
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:


Boston, MA
July 21-23, 2010

Ft. Lauderdale, FL
January 19-21, 2011

Detroit, MI
July 20-22, 2011





Click here to learn more about our select group of members.

"We help bring about a different level of leadership that we feel is much needed in the wealth planning community."