September 23rd at 6:00 PM

49521 Van Dyke Ave.

Shelby Township, MI 48317

September 29th

at 6:00 PM

OR

JOIN US

FOR A COMPLIMENTARY DINNER EVENT

Register Today

By submitting, you’re okay with receiving text messages from Summit Financial Consulting LLC. Msg & data rates may apply. At anytime you may Reply opt out. Consent not required for purchase. 

Comprehensive Financial Planning Workshop

Topics of Discussion:


How will the Iran conflict and Oil prices affect the Economy and Stock market moving forward?


How does the Federal Reserve decisions impact the economy and potentially your investments?


Should you invest excess cash in stock based investments, treasuries, CD’s, or other fixed options?


Are your estate planning documents and investments set up properly to minimize taxes?


Tax-Efficient Retirement Income with Annual Planning and potential Roth IRA Conversions.


Learn the difference between commission and fee-based advising.


Tips to save money on auto and homeowners insurance - without changing companies.

ACT NOW

AND GET

INFORMED

Please note: Our September 23rd and 29th events are filled to capacity. You may register for the waitlist.

Investment advisory services are offered through Summit Financial Consulting LLC, an SEC registered investment advisory firm. Registration with theSEC does not imply a certain level of skill or training.