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Summit Private Wealth Management offers free workshops on the Third Thursday of select months called Moving Forward Financially that anyone can attend. You don’t have to be financially savvy to join us – we cover basic, yet important financial topics in easy-to-understand language.

The 2021 Moving Forward Financially Workshops are a series of 4 helpful and carefully conceptualized workshops that will help you navigate life’s big transitions like divorce, loss of a loved one, or a job change bring. Each of the workshops addresses a different topic—and you can attend one, all, or any combination of the four that meets your specific needs. The information shared in the workshops is designed to empower you, so you can make smart decisions that enable you to move forward with your life financially.

If you have any questions about any of the workshops, please don’t hesitate to reach out to us directly at 817-685-7570.

Intro Investing

Tax Planning Strategies

Retirement Planning

Cash Flow Planning


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

August 19, 2021

6:00p - 7:30p


Workshop - Tax Planning Strategies

2021 Moving Forward Financially - Tax Planning Strategies - Tax planning is a year round event for those who want to minimize their tax burdens. Scott gives an overview of the current tax system and identifies potential savings and restructuring opportunities.

July 15, 2021

6:00p - 7:30p


Workshop - Introduction to Investing

2021 Moving Forward Financially - Introduction to Investing- Learn how to make the most of your savings and investments. Scott discusses investments such as stocks, bonds, and mutual funds, including their benefits, risks, and fees. He also explains the differences between common types of retirement plans.

June 17, 2021

6:00p - 7:30p


Workshop - Cash Flow Planning

2021 Moving Forward Financially - Cash Flow Planning Workshop helps people make wise financial decisions during life's transitions. A budget can help you decide what's most important and how to handle unexpected major expenses

April 15, 2021

6:00p - 7:30p


Workshop – Retirement Planning

2021 Moving Forward Financially; Retirement Planning; Scott addresses some of the most frequently asked retirement questions regarding income streams, Social Security and Medical Expenses.

Event Registration

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