Financial Life Plans for Young Professionals

Join us during Financial Literacy Month for workshops for folks who want to better understand their finances but don’t know where to start. Geared toward people 25-35 years old. In partnership with Claremont Savings Bank and Summit Wealth Group.

This session will be led by Tom of Summit Wealth Group

Tom Hartman, CPA, CFP – Summit Wealth Group: Tom is a Partner of Summit Wealth Group, LLC. that provides investment, tax and financial planning services in Wilder, VT. Tom earned a degree in Accounting from Castleton State College and holds his CPA and CFP® professional designations.  Tom’s entire work experience has been involved in the financial world.  Prior to becoming a financial advisor, he was employed at a regional CPA firm, as well as a financial controller of a multi-faceted resort in Vermont. Tom is a past finance committee member and treasurer of the Woodstock History Center. Tom, his wife Vikke, and their two children enjoy hiking, skiing, biking, and kayaking.