Loading Events

« All Events


Financial Life Plans for Young Professionals

April 24 @ 5:30 pm - 6:30 pm

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.


April 24
5:30 pm - 6:30 pm