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Events

Summit insights & events

Make room for
a broader perspective.

Join Summit for thoughtful conversations about retirement, taxes, investing and family wealth. Our seminars and webinars explore the questions that matter as your financial life evolves.

Explore upcoming events below and use the registration link for event details. Looking to learn on your own schedule? Browse our recorded workshops and video library.

Browse Recorded Workshops →

Browse Educational Videos →

Browse Tax Planning Videos →

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

November 3, 2026

12:00p - 12:30p

Online Webinar

September 11, 2026

12:00p - 12:30p

Webinar

June 18, 2026

11:00a - 11:30a

Webinar

May 15, 2026

11:00a - 12:00p

Webinar

Retirement Webinar: Social Security & Tax Strategies

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC.  Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 

April 3, 2026

12:00p - 1:30p

The Pacific Club

November 11, 2025

5:30p - 6:30p

Manoa Public Library

How to Optimize Your Retirement Income and Social Security Benefits

No Charge to Attend. Seating is limited, so sign up today!

November 11, 2025

10:00a - 11:00a

Manoa Public Library

October 27, 2025

10:00a - 11:00a

Occidental Building - 1st Floor Meeting Room

June 4, 2025

12:00p - 1:30p

The Pacific Club

February 16, 2024

12:00p - 1:15p

The Pacific Club

November 4, 2023

10:00a - 12:00p

The Pacific Club

September 15, 2023

11:30a - 1:00p

The Pacific Club

June 2, 2023

12:00p - 1:00p

Island Olive Oil Company

April 12, 2023

11:30a - 1:00p

The Pacific Club

February 1, 2023

11:00a - 1:00p

Pacific Club

June 21, 2022

6:30p - 7:30p

Occidental Building - Ground Floor Conference Room

March 21, 2022

5:30p - 6:30p

Occidental Building, 1st floor meeting room

March 14, 2022

6:30p - 7:30p

Occidental Building, 1st floor meeting room

December 8, 2021

12:00p - 1:00p

Occidental Building - Ground Floor Conference Room

December 7, 2021

8:30a - 9:30a

Occidental Building - Ground Floor Conference Room

October 26, 2021

11:30a - 12:30p

Online

October 25, 2021

11:30a - 12:30p

Online

September 21, 2021

11:30a - 12:30p

Online

September 20, 2021

11:30a - 12:30p

Online

July 20, 2021

11:30a - 12:15p

Zoom Meeting - Please register by clicking the "Register" button above

May 25, 2021

11:30a - 12:15p

Zoom Meeting - Please register by clicking the "Register" button above

April 20, 2021

11:30a - 12:15p

Zoom Meeting - Please register by clicking the "Register" button above

March 23, 2021

11:30a - 12:15p

Zoom Meeting - Please register by clicking the "Register" button above

February 23, 2021

11:30a - 12:15p

Zoom Meeting - Please register by clicking the "Register" button above

January 19, 2021

11:30a - 12:15p

Zoom Meeting - Please register by clicking the "Register" button above

December 8, 2020

11:30a - 12:15p

Zoom Meeting - Please register by clicking the "Register" button above

November 17, 2020

11:30a - 12:15p

Zoom Meeting - Please register by clicking the "Register" button above

October 20, 2020

11:30a - 12:15p

Zoom Meeting - Please register by clicking the "Register" button above

September 24, 2020

11:30a - 12:15p

Zoom Meeting

August 25, 2020

11:30a - 12:30p

Zoom Meeting

July 21, 2020

12:00p - 1:00p

GoToMeeting

Event Registration

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