Community, News
March 19, 2026
Summit Old Guard to Hear Estate Planning Talk
SUMMIT AREA – On Tuesday, March 24th, the Summit Area Old Guard will hear Matthew Wunder and Samantha (Sam) Keane speak on several investment and tax and estate planning topics. Wunder, a certified financial manager, is a partner at Park Avenue Capital, an investment advisory firm associated with Northwestern Mutual, and Keane is an account manager and also a certified financial planner. They will discuss investment strategies deployed by Park Avenue Capital that are designed to produce attractive after-tax returns with reduced risk for their clients, and will provide insightful tax, retirement, and estate management strategies.
