Join us at our signature event! Learn, be inspired, and enjoy great food and wine. Saturday

February 24, 2018 entertain . educate . inspire PALM EVENT CENTER 1184 Vineyard Ave, Pleasanton, CA 94566 10:00 a.m. - 3:00 p.m.

Andy Buckley, Actor, Advisor, Emcee

For the last decade, Andy Buckley has served as a Financial Advisor at a major bank, part of a group managing over $300 million in personal assets. His background served as fodder for his portryal of David Wallace, CFO of the Dunder Mifflin Paper Company, playing opposite Steve Carrell on NBC’s hit comedy The Office. He’s also had roles alongside Will Ferrell and Mark Wahlberg in The Other Guys and in Life As We Know It opposite and .

Michael Allosso, Communications & Awareness Specialist

Michael Allosso is a master communication expert who coaches CEOs and other high-level executives both in dynamic presentations as well as effective day-to- day leadership. He has led award-winning workshops for leaders and sales teams all over the world and is a much sought-after personal coach. His client base ranges from insurance producers to construction managers, doctors to bankers, actors to politicians. His experience as a professional theater and film director enables him to quickly identify strengths and weaknesses. He gives his clients practical tools to fortify their strengths and eliminate their weaknesses.

Dr. Christopher Thornberg, Economist

Dr. Christopher Thornberg is Founding Partner of Beacon Economics, LLC and widely considered to be one of the nation’s leading economists. He is also the Director of the UC Riverside School of Business Center for Economic Forecasting and Development and an Adjunct Professor at the school. An expert in economic forecasting, regional economics, labor markets, economic policy, and industry and real estate analysis, he was one of the earliest and most adamant predictors of the sub-prime mortgage market collapse and of the global recession that followed.

Kent Chan, Investment Specialist

Kent Chan is an equity investment specialist at American Funds with 25 years of investment experience. Prior to joining American Funds, Kent spent more than 20 years in Asia and most recently headed the Greater China equity research product at Barclays. Before that he was head of Asian technology equity research covering the hardware, wireless and Asian consumer sectors at Citigroup. Now based in Los Angeles, Kent holds a bachelor’s degree in political economics from the University of California, Berkeley.

Neither Summit Financial Group nor Securian Financial Advisors is affiliated with Andy Buckley, Michael Allosso, Dr. Christopher Thornberg, or Kent Chan. Securities and invesments advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Summit Financial is independently owned and operated.

2000 Crow Canyon Place, Suite 450 RSVP: Kimberlee McKinsey San Ramon, CA 94583 [email protected] O. 925.866.7800 TR#1989087, DOFU 01/18 SUMMITADVISORS.COM