Social Security Seminar hosted by Eric Walters, CFA, CFP(r), the Managing Partner at Summit Hill Wealth Management Join us for Maximizing Your Social Security: Critical Strategies for a Secure Retirement. Eric Walters, CFP and founder of Summit Hill Wealth Management will lead this in-person program to breakdown the most important Social Security decisions you will […]

Learn about the basics of estate planning, for example: wills vs. trusts, how to protect your family should you become unable to handle your own affairs, and how to designate someone to care for your children or pets. We will be presenting this seminar at a later date to be determined.

How trusts are an important tool to support business succession planning for entrepreneurs. Free to members of Golden Women in Business