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(925) 866-7800 divorceteam@summitadvisors.com

Second Saturday | East Bay

Second Saturday | East Bay

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  2. Our Presenters

Our Presenters

Only qualified professionals are chosen to speak at Second Saturday.

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Jeneen Slack, CFP®, CDFA®

Jeneen is dedicated to providing sound advice, effective implementation, and personalized financial planning services to individuals and families. She focuses in areas of personal finance, including retirement strategies, investments, tax strategies, insurance, estate and divorce matters. Jeneen is motivated by making a difference in her clients’ lives and enjoys cultivating long-term, meaningful relationships.

Specialized training, financial planning and investment expertise, serve as the basis for Jeneen’s financial proficiency in areas of divorce. She works closely with her clients and their legal counsel to deliver professional and discrete analysis of the short and long-term financial impact of the proposed divorce settlement. Post-divorce, Jeneen understands that all of the fundamental components of a sound financial plan — creating a budget, investing, planning for retirement, owning a home, making sure you don’t outlive your money, understanding your goals and aspirations, saving for college, life insurance, etc. — should be completed under the guidance of an advisor who is very familiar with the needs and issues of recent divorcées. Developing and executing a new plan is essential for financial stability and a sense of security.

Jeneen holds a bachelor’s degree with a concentration in Finance, the CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst™ certifications, and is an active member of The Institute for Divorce Financial Analysts (IDFA™) and The Financial Planning Association (FPA®).

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific  investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Jeneen is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC. Summit Financial Group is independently owned and operated. Summit financial Group and Securian Financial Services, Inc. are not affiliated with Second Saturday, WIFE.org, or any other professionals that present as part of this program. Financial advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Family Law Attorneys- Local, highly qualified attorneys affiliated with well-established firms serving the Contra Costa and Alameda counties.

Marriage and Family Therapists- Licensed, practicing counselors who specialize in working with individuals, couples and families.

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  •   Alcosta Senior Center 9300 Alcosta Blvd., San Ramon, California 94583
  •   (925) 866-7800
  •   divorceteam@summitadvisors.com

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Summit Financial Group, LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Summit Financial Group, LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Summit Financial Group, LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. Neither Securian Financial Services nor Summit Financial Group are affiliated with Second Saturday, WIFE.org, or any other professionals that present as part of this program. 3293452 DOFU 11/2020

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