All offices will be closed Monday, October 8 for Columbus Day.

Financial Wellness Workshops

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Financial Wellness Workshops teach you how to make better, more informed choices about your finances. Learn the why's, the how-to's, and other helpful tips for buying a car, refinancing a home, investing in retirement, and so much more.

Our workshops are hosted at no cost by our own professionals as a community outreach. We often schedule workshops at our branch offices across North Carolina or public venues such as a Library. But, we also provide onsite workshops for employers, businesses, clubs, organizations, and other groups who partner with Summit Credit Union.

Come, participate in a workshop, and improve your financial wellness. Our workshops typically last 45-60 minutes and include light refreshments.


Current Workshop Topics

Tips on Improving Your Credit Score

Discover how credit scores are determined, how to raise your credit score, and how to avoid mistakes that lower your score. It’s not always common sense.

Upcoming locations include Greensboro, Hickory, Oxford, Winston-Salem; Dates include October 15, 16, 23; See below for specific locations and times.

Path to Home Ownership

Now might be the best time ever to buy a home. What first-time homebuyers need to know and how to prepare to become a home owner.

Upcoming locations include Hickory, Releigh; Dates include October 25; See below for specific locations and times.

Financial Planning for College

Learn about financial and money-management issues and solutions to crucial to college-bound students and their parents. Tips on how to establish and use credit wisely, protecting your score and financial future.

Upcoming locations include Greensboro; Dates include October 25; See below for specific locations and times.

Investing 101

Nervous about getting into the stock market? Learn valuable savings strategies, tactics, and investment tools you can use, no matter your goals, risk tolerance, or cash flow.

Women and Investing

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Upcoming locations include Greensboro, Hickory, Raleigh; Dates include October 23; See below for specific locations and times.

Social Security and Your Retirement

Learn how to determine the best time to retire and if you are maximizing your Social Security income, spousal benefits, disability, and other income streams.

Upcoming locations include Hickory, Raleigh; Dates include October 16 See below for specific locations and times.

Asset Allocation for Your Retirement

Learn how to control your assets while you are living and beyond.

Upcoming locations include Hickory; Dates include October 30 See below for specific locations and times.

Wills, Trusts, and Estate Planning

Learn how to control your assets while you are living and beyond.

Upcoming locations include Greensboro, Hickory; Dates include October 18; See below for specific locations and times.

Protecting Yourself from Fraud and Identity

Theft we may all be targets. But, we don’t have to be victims! Find out what schemes crooks are currently using to try and steal your money. Learn how to protect yourself.

Upcoming locations include Winston-Salem; Dates include October 22; See below for specific locations and times.


Current Schedule, By Date

October

Date Time Topic Location
16 11 am; 4 pm Social Security and Your Retirement Summit Credit Union
3840 Ed Dr, Suite 100
Raleigh, NC 27612
18 Noon; 3:30 pm Wills, Trusts, and Estate Planning Summit Credit Union
102 1st Avenue
Hickory, NC 28601
22 2:30 pm Protecting Yourself from Fraud and Identity Theft Forsyth County Central Library
600 W 5th St
Winston-Salem, NC 27101
23 11 am; 4 pm Women and Investing Summit Credit Union
3840 Ed Dr, Suite 100
Raleigh, NC 27612
25 11 am; 4 pm Path to Home Ownership Summit Credit Union
102 1st Avenue
Hickory, NC 28601
25 5:30 pm Financial Planning for College Summit Credit Union
8210 W Market St
Greensboro, NC 27409
30 Noon; 3:30 pm Asset Allocation for Your Retirement Summit Credit Union
102 1st Avenue
Hickory, NC 28601

 


Current Schedule, By Location

Location Date Time Topic
Summit Credit Union
8210 W Market St
Greensboro, NC 27409
October 25 5:30 pm Financial Planning for College
Summit Credit Union
102 1st Avenue
Hickory, NC 28601
October 18 Noon; 3:30 pm Wills, Trusts, and Estate Planning
  October 25 11 am; 4 pm Path to Home Ownership
  October 30 Noon; 3:30 pm Asset Allocation for Your Retirement
Summit Credit Union
3840 Ed Dr, Suite 100
Raleigh, NC 27612
October 23 11 am; 4 pm Women and Investing
Forsyth County Central Library
600 W 5th St
Winston-Salem, NC 27101
October 22 2:30 pm Protecting Yourself from Fraud and Identity Theft

 


 

Seating is sometimes very limited; Call to reserve your space.