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Speaking Engagements

Our qualified professionals participate in speaking engagements on current financial, investment and related tax issues. In addition to the following public engagements, regular internal presentations may be given to corporate clients, employees and community organizations.

Retirement/Estate Planning
Estate Planning
Fringe Benefits

For more information or to schedule a speaking engagement, please contact Julie at (314) 480.1393 or e-mail info@summit-advisory.com.

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Speaking Engagements

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment adivsory services, including fee based asset management accounts held through NFS, LLC, are offered through 1st Global Advisors, Inc. All other financial planning services are offered through Summit Advisory Services, LLC. Summit Advisory Services, LLC, a Registered Investment Advisor and 1st Global Capital Corp. are unaffiliated entities.