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Upcoming Events

MAY 13
Join Summit’s ASCA Conference Session
  • 05/13/2026
  • 5:00 PM
Description
: "The Patient Fell Off the Gurney" A CEO’s True Story of Surviving a Catastrophic ASC Claim Summit’s Risk & Insurance team will be exhibiting at ASCA 2026 in Washington, D.C. (Booth #723) and leading the panel, “The Patient Fell Off the Gurney: A CEO’s True Story of Surviving a Catastrophic ASC Claim,” on Wednesday, May 13, 5:00–6:00 PM in Chesapeake 3. Stop by our booth for a complimentary gap analysis to help identify vulnerabilities and strengthen your ASC risk management strategy.
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MAY 21
Executive Table Talk: Cutting Cost Without Cutting Coverage
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  • 05/21/2026
  • 11:00 AM
Description
The discussion will focus on practical strategies employers are using to manage rising health plan costs while maintaining coverage and meeting fiduciary responsibilities.
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JUN 04
WEBINAR Q2 – Trump Accounts & How Successful Families Approach Money
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  • 06/04/2026
  • 10:00 AM
Description
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JUN 09
Summit’s Annual Employee Benefits Forum
  • 06/09/2026
  • Time TBD
Description
Join us for Summit’s Annual Employee Benefits Forum
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SEP 03
WEBINAR Q3 – Medicare 101 & Social Security Strategies
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  • 09/03/2026
  • 10:00 AM
Description
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DEC 03
WEBINAR Q4 – Life Insurance Basics
Register Now
  • 12/03/2026
  • 10:00 AM
Description
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Past Events

APR 29
104th Annual OFCA Conference
  • 04/29/2026
  • 8:00 AM
Description
Visit Our Booth!
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MAR 26
WEBINAR Q1 – The Real Costs of Retiree Healthcare
  • 03/26/2026
  • 2:30 PM
Description

Please reference the takeaways below:

Real Costs of Retiree Health Care handout

You may also View The Recording Here.

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DEC 04
WEBINAR Q4 – HSA Hacks for Smarter Healthcare Spending
  • 12/04/2025
  • 10:00 AM
Description

Register Here: https://our-summit.zoom.us/webinar/register/WN_VlgvMospSkeT-0S_r4GoVg

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SEP 25
Powering the Workforce: Community-Driven Strategies for Workforce Development
  • 09/25/2025
  • 7:45 AM
Description
Join us as we explore how Texas businesses and educational institutions are working together to prepare students for high-demand careers.
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SEP 11
WEBINAR Q3 – Family Love Letters – Anticipating the Unexpected
  • 09/11/2025
  • 10:00 AM
Description

Please reference the takeaways below:

Summit Financial Group – Anticipating the Unexpected Brochure

Summit Financial Group – Life Events Checklist

Surviving Spouse Checklist

You may also view the recording here.

 

 

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AUG 28
Oklahoma Payroll Org (OPAYO) 2025 Annual Statewide Conference
  • 08/28/2025
  • 7:45 AM
Description
Don’t miss Kaci Skidgel, Summit President, and David Beck, our Senior ERISA Consultant, as they present: “Payroll Pitfalls in Retirement Plans: The Old & The New” — a practical session designed to help payroll professionals navigate the latest changes with confidence and clarity. Whether you're looking to avoid common missteps or streamline your processes, this session will deliver actionable insights you can take back to your team.
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JUN 05
WEBINAR Q2 – Ditch Debt and Boost Your Credit
  • 06/05/2025
  • 10:00 AM
Description

Register Here: https://our-summit.zoom.us/webinar/register/WN_p_eY0LVuTamb4oSv9kAjrw

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MAY 08
News & Brews: Navigating AI-Driven Cyber Risks
  • 05/08/2025
  • 4:00 PM
Description
Have a pint on us and hear from Laura Wiggs and Molly Dube of Beazley on the latest AI and cybersecurity threats across the business marketplace.
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MAY 05
Join Summit at ConnectHR!
  • 05/05/2025
  • Time TBD
Description
We’re excited to announce that Summit Financial Group will be attending ConnectHR 2025 as an exhibitor! Join us on May 5–6, 2025, for the event designed for HR and business professionals who are ready to expand their knowledge, network strategically, and explore innovative solutions in the HR, business, and legal landscapes.
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MAR 06
WEBINAR Q1 – Real-World Lessons for Smarter Investments
  • 03/06/2025
  • 10:00 AM
Description

Register Here: https://our-summit.zoom.us/webinar/register/WN_JUlzh4ocT0aH4OfdDfTA6Q

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DEC 05
WEBINAR Q4: Financial Literacy 101
  • 12/05/2024
  • 10:00 AM
Description

https://youtu.be/keslbMu7Ue0

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OCT 29
Here Come the Girls: A Celebration of Why Women Will Take Over Global Leadership between 2028 – 2032
  • 10/29/2024
  • 10:00 AM
Description
Summit Financial Group, is excited to invite you to an exclusive leadership event titled "Here Come the Girls"on October 29th at 10 am CT. This event will feature Don Barden, Ph.D., Senior Behavioral Economist, who will share insights from his groundbreaking study
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OCT 03
WEBINAR – Election Impact: Safeguarding Wealth During Uncertain Times
  • 10/03/2024
  • 10:00 AM
Description

https://youtu.be/LgL8knjNvII

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SEP 05
WEBINAR Q3 – Navigating the Medicare Maze
  • 09/05/2024
  • 10:00 AM
Description

https://www.youtube.com/watch?v=fxZCtAdrjGk

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AUG 28
Summit Employee Benefits Forum: Elevate Your Business – Oklahoma City
  • 08/28/2024
  • 7:30 AM
Description
Join us for an Employee Benefits Forum offering 6 hours of CPE, SHRM, and HRCI Credits (pending)
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AUG 27
Summit Employee Benefits Forum: Elevate Your Business – Tulsa
  • 08/27/2024
  • 7:30 AM
Description
Join us for an Employee Benefits Forum offering 6 hours of CPE, SHRM, and HRCI Credits (pending)
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JUN 25
Employee Benefits & Compensation Forum
  • 06/25/2024
  • 7:45 AM
Description
Join us for a Total Rewards Forum offering 6 hours of CPE, SHRM, and HRCI Credits (pending)
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JUN 06
WEBINAR Q2 – Unlock a World of Possibilities with 529 Plans
  • 06/06/2024
  • 10:00 AM
Description

https://youtu.be/3dp2l5RKMUo

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MAR 07
WEBINAR Q1- Tax-Man Troubles: Making Your Investments Less Taxing
  • 03/07/2024
  • 10:00 AM
Description

https://youtu.be/DI7hkaDJsrI

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MAR 06
WEBINAR Q1: Real-World Lessons for Smarter Investments
  • 03/06/2024
  • 10:00 AM
Description

https://www.youtube.com/watch?v=MK_ORJjupVU

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JAN 25
Webinar: Navigating the Market: Portfolio Impacts for 2024
  • 01/25/2024
  • 10:00 AM
Description

https://youtu.be/7QLP2U41m_E

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AUG 23
Business Over Breakfast: Safeguarding your Retirement Plan – Dallas
  • 08/23/2023
  • 8:00 AM
Description
Join Summit for breakfast as we discuss: Fiduciary Essentials for Retirement Plan Committee Members, SECURE 2.0 and the Impact on 401(k) Plans, Avoiding Cybersecurity, Liability, and Fiduciary Insurance Traps
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JUN 29
News & Brews – Summit and ExponentHR
  • 06/29/2023
  • 4:00 PM
Description
Have a pint on us and hear from Brian Nichols of Baker Tilly on the latest cybersecurity threats across the business marketplace.
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MAY 24
Business Over Breakfast: Safeguarding your Retirement Plan – Tulsa
  • 05/24/2023
  • 8:00 AM
Description
Join Summit for breakfast as we discuss: Fiduciary essentials for Retirement Plan Committee Members, SECURE 2.0 and the Impact on 401(k) Plans, Key Employee Benefit Trends
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MAY 23
Business Over Breakfast: Safeguarding your Retirement Plan – OKC
  • 05/23/2023
  • 8:00 AM
Description
Join Summit for breakfast as we discuss: Fiduciary essentials for Retirement Plan Committee Members, SECURE 2.0 and the Impact on 401(k) Plans, Key Employee Benefit Trends
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APR 25
2023 FunHR! OKHR Conference
  • 04/25/2023
  • 2:00 PM
Description
We’re looking forward to connecting with you at the upcoming 2023 FunHR! OKHR Conference in Oklahoma City! Come visit us at the Oklahoma City Convention Center, April 25-27, 2023. 
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