Summit Asset Strategies - Wealth Management

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Events & Workshops

The Rules have Changed - What to Watch When You Don't Want to Look At the Market

Wednesday July 21st 5:30pm - 7:30pm
Wading through the sea of information and suggestions is a monumental undertaking. Join us for a discussion on how to filter out the noise and focus on actual foundational indicators as you navigate this and future markets. To register contact Victoria Burki at 425-646-7101

Retirement Planning - Transitioning from Accumulation to Distribution

Wednesday August 11th 5:30pm–7:00pm
Join us for an interactive discussion with retirement investment expert Mike Greiner MBA, CFP as we look at the top issue impacting this transition. To register contact Victoria Burki at 425-646-7101

Demystifiying Estate Planning

Wednesday September 15th 5:30 pm - 7:00 pm
Please join us for this informative, thought provoking, and interactive session to learn more about Estate Plans, Wills, Trusts and other aspects of wealth transfer. Summit Asset Strategies Wealth Management is pleased to sponsor this event featuring special guest speaker and Estate Planning Expert: RoseMary Reed, Estate Planning Attorney of Stokes Lawrence, P.S. To register contac...

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