Virtual Learning Center

Welcome to our Virtual Learning Center! At Summit Financial Partners, we believe in simplifying our lives so that we have the time to focus on what’s truly important. That’s why we’ve designed a free virtual library available to anyone who wants to learn more about investing, taxes, retirement and ultimately their legacy. We encourage you to watch our videos below and take notes on what you have questions on. Thereafter, please schedule a meeting with us to discuss your questions using the button below. Happy learning!

SFP YouTube Show 9 with Gerry

Ryan Skinner and Gerry talk about the history of SFP, where it started and how it got to where it is today.

Apr 15, 2021

SFP YouTube Show 8 with the Whelans

Ryan Skinner sits down to discuss retirement and life with The Whelans..

Apr 01, 2021

SFP YouTube Show 7 w Rita

Ryan Skinner talks life after retirement with Rita.

Mar 18, 2021

SFP YouTube Show with Team

Ryan Skinner and the team discuss their experiences with the SFP Family through Covid-19 and overall.

Mar 4, 2021

SFP YouTube Show Episode 5, Janice

Ryan discusses retirement, life, and Tom Brady with his close friend and client Janice.

Feb 18, 2021

SFP YouTube Show Episode 4 with Billy W.

Ryan interviews Billy W about his retirement and personal challenges that he has overcome.

Feb 4, 2021

SFP YouTube Show Episode 3 with Jay and Nancy

Ryan sits down with his close friends and clients, Jay and Nancy, to discuss life and retirement

Jan 14, 2021

SFP YouTube Show Episode 2 with Paul G.

Ryan discusses retirement and golf with his client and good friend Paul G

Dec 15, 2020

SFP YouTube Show Episode 1 with Steve B.

Ryan interviews his good friend and client, Steve B, about his experience with getting ready to retire.

Dec 18, 2020

Ryan talks about COVID and it's impact on us

Nov 30, 2020

Ryan shares his thoughts and experiences with trying to stay present in the moment.

Dec 11, 2020

Watch this video for several exciting announcements to our SFP client family. If you have questions, please give our office a call! 

Dec 1, 2020

Ryan reviews the classic Xmas movie Elf

SFP Retirement My Way Q&A Financial Education Series

Retirement Readiness Quiz

Ryan Skinner asks 5 crucial questions about retirement.

Feb 11 2021

Ryan Skinner tells us about the new question and answer video series that SFP is launching. In this series, Ryan will answer questions from the viewers, regarding everything in retirement.

Jan 04, 2021

Ryan Skinner introduces the SFP Educational Video Series

Apr 08, 2021

Ryan Skinner describes the difference between Medicare and Medicaid.

Apr 08, 2021

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Ryan Skinner ansers a Vet writes into the show to see if there are additional benefits available to him in retirement.

Mar 25, 2021

Ryan Skinner talks about finding the right advisor.

Mar 25, 2021

Ryan Skinner discusses "when" to retire.

Mar 18, 2021

Ryan Skinner gets another great question from a listener about Long Term Care Insurance.

Mar 18, 2021

Ryan Skinner discusses how often and why he meets with his clients.

Mar 11, 2021

Ryan Skinner answers questions about potential inflation.

Mar 11, 2021

Ryan Skinner answers a question about life expectancy and how it relates to an individual's retirement plan.

Mar 4 2021

Kelly in Michigan asks Ryan Skinner if she needs to set up an estate plan since she's not a millionaire.

Mar 04, 2021

Bernie In Boston, asks Ryan Skinner about his experience with his clients trying to refinance in retirement.

Feb 25, 2021

Emily in Kansas tells Ryan Skinner that she heard that she needs $1,000,000 to retire comfortably.

Feb 25, 2021

A viewer asks Ryan Skinner if he needs to be concerned with taxes since he's retired.

Feb 18, 2021

Ryan Skinner answers a question about why some people keep getting placed with new advisors, and how that compares to the SFP clients' experience.

Feb 11, 2021

Ryan Skinner answers questions in the new rapid fire format. "Fact or Fiction"

Feb 11, 2021

Ryan Skinner answers a question from a viewer about market risk, and how the pandemic has impacted people's retirement plans.

Read the Q+A on market Risk during Covid-19

Feb 11, 2021

Ryan Skinner shares a great strategy to protect your 401k or other employer sponsored retirement plan, while you're still working.

Feb 08, 2021

Ryan Skinner shares his thoughts on selling your house in retirement.

Feb 04, 2021

Ryan Skinner discusses taxes in retirement and what you should consider.

Feb 11, 2021

Ryan Skinner discusses long term care and what you should consider heading into retirement.

Feb 04, 2021

After many requests from viewers, Ryan goes into a longer discussion about the different stages of your financial life.

Feb 04, 2021

Ryan Skinner touches on the risk to a clients retirement and what they should be thinking about as it relates to their nest egg.

Jan 28 2021

Ryan talks about the accumulation phase of your financial life and the distribution phase (retirement)

Jan 21, 2021

Ryan talks about what you should look for in an advisor.

Jan 21 2021

Ryan discusses why it's so important to have steady predictable income throughout your retirement years.

Jan 14, 2021

Ryan discusses when you should start to plan for retirement and how to know if you are ready to retire.

Jan 14, 2021

Ryan discusses the pro and cons to moving in retirement.

Jan 4, 2021

Ryan Skinner discusses the 2 critical factors to your retirement.

Jan 5, 2021

Ryan Skinner talks about returns on investments (ROI) vs reliability of income (ROI)