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Summit Private Wealth Management offers free monthly workshops on the Third Thursday 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 2019 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

Divorce Consideration

Cash Flow Planning


November 14, 2019

6:00p - 7:30p

Workshop - Tax Planning Strategies

2019 Moving Forward Financially - Tax Planning Strategies Workshop - Tax planning is a year round event for those who want to minimize their tax burden.  Scott gives an overview of the current tax system and identifies potential savings and restructuring opportunities. Third Thursday of every month, join Scott Clarke of Summit Private Wealth Management to discuss various topics geared toward individuals in the midst of life transitions.  Workshops take place from 6:00PM - 7:30PM and dinner is provided.

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