Summit Wealth Partners - Shari K Hooper

04/15/2026

I will be there too. I hope to see many of you there!

📣 Mark your calendars, West Michigan seniors!

🌟 Grand Rapids/West MI Spring Senior Expo
📅 May 19, 2026 | 10am–1pm
📍 Frederik Meijer Gardens & Sculpture Park
💵 FREE Admission & FREE Parking

Enjoy:
✔️ Free Health Screenings
✔️ Free Refreshments
✔️ Prizes Every Hour

👋 Find us there! GR Savvy Seniors & Kelso Homes will have a table - come visit us and learn about everything we have to offer!

🎰 Pre-register NOW for your chance to WIN a $200 Visa Gift Card + other prizes! Don't miss out!

04/14/2026

New Episode is Live!

I had the pleasure of sitting down with Patty Riva, owner of Riva Marketing and Events, for a conversation that is both meaningful and grounding.

With over 25 years of experience, Patty shares her journey through career, marriage, motherhood, and now grandmotherhood—offering insight into what success really looks like over time.

We talk about:
* Faith and how it shapes decisions
* Balancing career and family
* The power of storytelling
* And the lessons she would share with younger women starting out - don't sweat the small stuff

This is one of those conversations that reminds us—success isn’t just what we build, it’s what we nurture along the way.

Take a listen—I’d love to hear what resonates with you most.

Summit Wealth Partners, LLC

Send a message to learn more

04/14/2026

Here’s the bottom line: while gold and silver are often viewed as a hedge against inflation, their prices can be volatile and may fluctuate significantly over short periods. Financial professionals often suggest limiting precious metals to a small percentage of an overall investment strategy to maintain diversification.

https://blog.csa.us/2026/04/money.html

Summit Wealth Partners, LLC

The Certified Senior Advisors blog addresses the critical issues facing older adults and the professionals who work with them.

04/07/2026

I’m so excited to welcome Patty Riva to the Women & the Businesses They Own Podcast next week.

With over 25 years of experience helping businesses and nonprofits grow, Patty brings not only incredible insight—but a perspective grounded in faith, family, and purpose.

We will talk about:
✨ What success really looks like over time.
✨ Balancing career and family through different seasons.
✨ Why did you choose to event plan both in radio and non profit organizations?
✨ And the lessons she would share with younger women just starting out.

This is one of those conversations that will be both meaningful and grounding—and I can’t wait to share to talk with her.

Stay tuned…