Educational Outreach

Summit Planning Group is dedicated to providing financial knowledge throughout central New York. Through both our weekly radio show, The Summit Planning Financial Hour, which has been airing Saturday mornings at 10:00 on WSYR since 1992, and our long-standing educational outreach, we have helped thousands of people gain a stronger understanding of the often-confusing world of financial and retirement planning. Our classes have been very well-received and we’ve taught at many area colleges, universities, community centers and private corporations, including:

  • LeMoyne College
  • SUNY Oswego
  • University College
  • Onondaga Community College
  • Cazenovia College
  • SUNY Morrisville
  • Jefferson Community College
  • Bishop Grimes
  • Bishop Ludden
  • Roman Catholic Diocese
  • Town of Lysander
  • Town of DeWitt
  • Cicero Senior Center
  • Bristol Myers
  • Miller Brewing
  • Owens Brockway
  • Gould Pumps

We are open to offering educational presentations to any corporation, civic group or educational entity. In addition to presenting either our six-hour comprehensive financial workshop or our one-and-a-half-hour financial overview, we will be happy to create a custom financial education presentation for you. If you are interested, please give us a call at 315-425-0344 to discuss your specific needs.