Summit Wealth Management Group, Inc.

This has been a wild time for business owners and entrepreneurs. It's important to stay agile and prepared for anything. Read our latest blog here: https://hubs.la/H0yYwFf0 #SmallBusinessOwner

Trick or Treat! Yesterday we hosted a virtual Halloween Pet Parade for our clients! Share this post to show off our furry friends, make sure to like or leave a comment on your favorites. Do you have a costume for your pet?

Pet Costume Parade!

Did you miss our exciting and informative webinar "Clear The Clutter" with Tracy McCubbin last week? Find the replay below and contact our office if you would like a copy of Tracy's book mailed to you! https://www.yoursummitwealth.com//clear-the-clutter-with-t

REMINDER: WED 9:00 AM "Clear The Clutter!" with Tracy McCubbin

INVITATION: New Date! "Clear The Clutter!" with Tracy McCubbin

Dear Clients and Friends: We regret to inform you that we will have to postpone our previously scheduled webinar, "Clearing the Clutter" with Tracy McCubbin which we planned on presenting to you tomorrow morning. Unfortunately, Tracy is currently travelling in Salt Lake City, Utah where hurricane level winds have knocked out power and electricity, downed trees and created massive debris blocking roadways. With no timeline to restoring power and computer services, it has been ...deemed impossible to have her connect with us at our scheduled time. We will work to reschedule the event and will notify you as soon as we have solidified a new time and date. Thank you for your understanding! Sincerely, Jerry J. Zins, Jr., CFP Dustin R. Dockter, CFP Nick Goodwin, CFP

**CANCELLED--TO BE RESCHEDULED** Join us for a special webinar "Clear The Clutter" with Tracy McCubbin! Wednesday, September 9th at 9:00 am via Zoom!

FEMA's Emergency Financial First Aid Kit If a disaster or other emergency strikes your community, you may only have seconds or minutes to react. In those critical moments, your focus will be on your family’s safety. Once the threat of harm has passed, having your homeowners or renters insurance policy, bank account information, and other household records and contacts will be very important as you begin the recovery process. The Emergency Financial First Aid Kit (EFFAK) can help you be ready.

Indeed it's a morose subject, yet this is an interesting article to consider and contemplate your needs. Please feel free to call us if we can be of any assistance. (805) 384-1186.