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
Gold Level
Ash Brokerage
Columbus Life
Coventry Life
John Hancock
Silver Level
CLS Investment Firm, LLC
Old Mutual
© 2005-2008 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:
Columbus, OH
July 23-25, 2008

Birmingham, AL
January 21-23, 2009

Chicago, IL
July 22-24, 2009




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."