Events
Upcoming Events
- Blue Summit Advisory Board Meeting
- Friday, March 5th at 8:15am - 9:45am
- "Never doubt that a small group of people can change the world. Indeed, it is the only thing that ever has." ~Margaret Mead
- Please enter your name & email if you would like to receive details for this event
Past Events
- The Role of Money & Women in the Middle East - A Key Driver Toward Sustainable Prosperity
- Thursday, October 29th at 7:30pm - 9:00pm
- Click here to view event details.
- Wealth Management and Your Business Workshop
- Friday, October 9 at 12:00 pm - 1:00 pm
- Click here to view event details.
- First Fridays Webinar Featuring Tom Moser, Founder of High Impact Investments
- Friday, October 2nd at 1:00pm - 1:30pm
- "Do you ever wonder about the problems associated with poor water quality, reliance on fossil fuels, poor nutrition or an overly drug-prescribed population?"
- Click here to view event details.
- Blue Summit Presents SRI at Broker-Delaer Leadership Conference - Seattle, WA
- Friday, September 18 at 10:00 am - 11:00 am
- Click here to view event details.
- Judith Seid, Featured as NAWBO Panelist – “Secrets of My Success”
- Wednesday, July 15 at 11:30am – 1:30pm
- Click here to view event details.
- First Fridays Sustainable Money Manager Webinar Series - Kevin O'Keefe, First Affirmative Financial Network.
- Friday, July 10th at 1:00pm - 1:30pm
- "FAFN manages over $500M in custom-tailored portfolios of mutual funds and separate accounts..."
- Click here to view event details.
- Judy Seid, Featured Speaker at Foothills Bar Associations – “The Value of Long Term Care Planning”
- Thursday, July 9 at 12:00pm – 1:00pm
- First Fridays" Sustainable Money Manager Webinar Series - Art Stevens, Calvert Foundation
- Friday, June 5th at 1:00pm - 1:30pm
- "Now in its 14 the year, the Calvert Foundation has grown to $200 Million of investor assets focused exclusively on investing in communities..."
- Click here to view event details.
- Join us at the Theater - FREE Tickets - Here's How...
- Friday, May 29th at 7:30pm - 9:30pm
- "Two fathers. A school shooting. Eight years later, how do we forgive and heal? Good Boys is the story of two men, one black one white, who meet eight years after a school shooting in which both their sons died, one a victim the other the shooter..."
- Click here to view event details.
- "First Fridays" Sustainable Money Manager Webinar Series - Carsten Henningsen, Portfolio 21
- Friday, May 1st at 1:00pm - 1:30pm
- "Carsten is a pioneer in the field of social and environmental investing, as the founder of a global mutual fund committed to investing in companies incorporating environmental strategies into their business practices"
- Click here to view event details.
- Market Crisis Investment Opportunities
- Saturday, April 4th at 8:30am - 10:00am
- "We all know that declines in the real estate market have contributed to the current market crisis. High-risk mortgage backed securities, huge lenders going belly up, record-high foreclosure rates..."
- Click here to view event details.
- Real Estate & The Economy
- Tuesday, September 30th at 8:00am - 9:30am - The Broken Yolk
- "The bursting of the real estate bubble has now lasted 13 months and has caused far more damage than analysts initially forecast."
- Click here to view event details.
- Exploring a Green Building Partnership
- Friday, September 19th at 8:30am - 12:00pm - Ridgehaven Green Building
- "Imagine a building or an entire campus somewhere in San Diego, that incorporates the latest in sustainable design, where the tenants are a mix of non-profits, public offices, education centers, and social entrepreneurs..."
- Click here to view event details.
- Appreciation Event at The Theater
- Friday, September 5th at 7:30pm - 9:30pm - La Jolla Playhouse
- "Opening Night for Mo'olelo's showing of Susan Yankowitz's "Night Sky." Over 30 clients and professional affiliates enjoyed an evening..."
- Click here to view event details.
- Blue Summit Hosts Art Gallery Happy Hour
- Wednesday, July 30th at 6:30pm - 8:00pm - Morrison Hotel Art Gallery
- Network with other socially responsible investors, enjoy Rock-N-Roll art, and get a brief update on the market.
- Click here to view event details.
- Green Investing: A Ripe Time for Alternative Energy
- Thursday, July 17th at 6:00pm - 8:00pm - The Ridgehaven "Green Building" Auditorium
- "Oil prices are skyrocketing. The temperature of the Earth is rising. Alternative energy has emerged as one of the fastest-growing markets in the past few years..."
- Click here to view event details.
2008
- Healthy Portfolios, Healthy Environment: How to make your money matter
- Wednesday, May 14th at 6:15pm - 7:45pm - The City's Environmental Services "Green Building"
- "Learn about ways to support green companies and local efforts to reduce toxins in our environment."
- Click here to view event details.
- Y-Design Conference, 2008 - Thinkshop at USD: Investing in Sustainability
- Saturday, March 29th at 10:00am - 12:00pm - University of San Diego
- "Learn how aligning your investments with your values can reduce environmental, social, and governance risks."
- Click here to view event details.
- 2008 Investor Education Workshop Series - Toxic Chemicals in Products
- Thursday, February 28th at 6:30pm - La Mesa Office
- "Toxic Chemicals in Products: Financial Risks & Opportunities"
- Click here to view event details.
- Breakfast Presentation - What to do in Volatile Markets
- Friday, February 15th at 9:00am - RSVP Required - Contact Us
- Click here to view event details.
2007
- Investor Education Workshop Series - Women & Retirement
- November 15, 2007
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- Activists Tour Poseidon Desalination Plant
- October 2, 2007
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- Blue Summit Leads Panel on Sustainable San Diego
- August 16, 2007
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- Investor Education Workshop Series - Investing & Climate Change
- August 22, 2007
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- Green Investing: Fighting Climate Change With Your Investments
- July 10, 2007
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- Green Investing: Fighting Climate Change With Your Investments
- May 31, 2007
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- Investor Education Workshop Series - Sudan Divestment
- May 10th, 2007
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- Open House 2007
- February 22, 2007
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2006
- Investor Education Workshop Series - Socially Responsible Investment Basics
- October 18, 2006
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- Investor Education Workshop Series - Green Real Estate
- June 21, 2006
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- Investor Education Workshop Series - Alternative Energy
- March 6, 2006
- Click here to view event details.
Community Service
At Blue Summit Financial Group, two of our core values are education and community.
As such, in addition to our ongoing quarterly investor-education workshops and our Annual Open House events, we make ourselves available as guest speakers at both local and national events, and volunteer our leadership for various community efforts.
Feel free to contact us to attend a future event or to learn of our speaking availability for an event you are organizing.




Securities offered through Pacific West Securities, Inc. (Pacific West) Member FINRA/SIPC. Advisory services provided through Pacific West Financial Consultants, Inc., a Registered Investment Advisor. Blue Summit Financial Group, Inc and Pacific West are not affiliated.