- About Us
- Why Summit?
Summit Financial Strategies is pleased to be able to offer the following Employee Education Workshops:
The principal workshop instructor, Peter M. Manning, MST, CPA, PFS, has more than 20 years of financial services experience. Participating employees will benefit from his comprehensive knowledge and practical advice in financial matters that many people are concerned about now more than ever.
Please feel free to contact us and schedule a single workshop or series of workshops that would be most convenient for your employees. We generally recommend that these meetings be held at lunchtime or, alternatively, as an end-of-business session.
The seminars/webinars held through August 2011 are when the professionals of Summit Financial were with Ogilvie Security Advisors Corp. The professionals of Summit Financial have not been with Ogilvie Security Advisors Corp. since August 31, 2011 and have no further affiliation with that organization.