Summit Advisors Attend NAPFA Conference

Recently, 5 of Summit’s advisors attended the annual Spring conference held by the National Association of Personal Financial Advisors (NAPFA).  The conference was held in Phoenix, Arizona, and contained many educational sessions which helps Summit advisors stay on the cutting-edge of financial planning strategies.

Samantha Macchia, President of Summit, participated in a panel discussion around employee benefit programs that attract and retain top talent among financial planning firms.  Additionally, Tom Davison, Partner Emeritus of Summit, spoke on the topic of Reverse Mortgages and how they can be used to generate income in retirement.  Summit was also one of several firms invited to attend a breakfast with Bob Doll, CFA, Senior Portfolio Manager and Chief Equity Strategist for Nuveen Asset Management.  Bob has been a portfolio manager and equity strategist for more than 30 years, and shared his thoughts on the market, elections, and Fed actions over the next coming months.

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