Reaching The Summit Together

Summit Financial Partners developed this program to say "thank you" to our clients for introducing their friends to our firm. Plus, it's a great way to help your friends' retirement journeys reach the Summit. Visit our events page for a complete listing of our upcoming educational events.We are excited about the opportunity to meet people just like you who value the education we provide. 


A Night at City Winery Boston

Our next "Reaching the Summit Together" event will be held on July 19, 2019. This exclusive experience will indulge your senses as you enjoy an array of cuisine that borrows from Mediterranean history while sipping on your favorite wine, beer or cocktail. 

Upcoming Workshops

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