Broker Check


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 2023 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.

Event Registration

Thank you!

Error processing your request. Please try again at a later time.