Workshops
For Advisors:
Summit Trust Company was
formed with three things in
mind:
- Providing exceptional products and services for
moderate to high-net-worth individuals, couples, and business owners.
- Providing a way for financial professionals to
access these same products and services for their clients.
- Always giving personal service to those we serve:
clients and advisors.
Our base of qualified
financial advisors is always
growing. If you are interested in joining our team there are two ways
that you may do so.
* Contact
us by clicking
here or,
*
Come to one of our workshops
Twice a year, in the spring
and in the fall, Summit
Trust Company
conducts workshops for our ITC's (Advisors). These are also open to
non-affiliated professional advisors who would like to:
Learn more about Summit
Trust Company and the services
that we offer.
And more importantly:
- Become client-focused, rather than product-focused
unique problem
solvers for your clients specific needs, help relieve their anxiety
- Set yourself apart by becoming a leader for your
clients
provide your
clients a sense of direction, confidence and capabililty
- Become the financial advisor who is uniquely
valuabe to your clients
establish and
cultivate each relationship based on their unique issues
- Transform your clients futures so they feel
confident and in control
transform your
future as well
- Learn how to free yourself from commoditization,
bureaucracy, and regulation
go from making a
good living, to one much better than you ever thought possible
So,
make plans to come and meet us at our next
workhop!
 DFA's
world-class
investing  Donor Advised Funds  Business
Planning
 Retirement Plans,
401(k)s and Qualified Plans  IRS Compliant
Offshore Asset Protection
 Complete Trust
Services  Philanthropic
Planning  Complete Banking Services

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