top of page

2024 Blue Summit Financial Fitness Webinar

Dear Clients and Friends of Blue Summit,


We recently hosted a webinar titled 2024 New Year's Financial Fitness featuring Allen, Robert and Judy. We presented topics ranging from portfolio optimization and tax strategies to cash management and Financial Goal Planning.


 We hope you enjoy the content and let us know if you have any comments!


Know someone who could be helped by working with a professional financial advisor?

bottom of page