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Financial Wellness Workshops

Photo of speaker's hands in front of crowd

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.


Upcoming Workshop Topics

Check back here for upcoming locations and schedule.

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.

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.

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.

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.

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.

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.

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.


Schedule, By Date

October

Date Time Topic Location
16 11am; 4pm Social Security and Your Retirement Summit Credit Union
3840 Ed Dr, Suite 100
Raleigh, NC 27612
18 Noon; 3:3pm Wills, Trusts, and Estate Planning Summit Credit Union
102 1st Avenue
Hickory, NC 28601
22 2:30pm Protecting Yourself from Fraud and Identity Theft Forsyth County Central Library
600 W 5th St
Winston-Salem, NC 27101
23 11am; 4pm Women and Investing Summit Credit Union
3840 Ed Dr, Suite 100
Raleigh, NC 27612
25 11am; 4pm Path to Home Ownership Summit Credit Union
102 1st Avenue
Hickory, NC 28601
25 5:30pm Financial Planning for College Summit Credit Union
8210 W Market St
Greensboro, NC 27409
30 Noon; 3:30pm 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
November 25 5:30pm Financial Planning for College
  November 26 11am; 4pm Path to Home Ownership
Summit Credit Union
102 1st Avenue
Hickory, NC 28601
October 30 Noon; 3:30pm Asset Allocation for Your Retirement
Summit Credit Union
3840 Ed Dr, Suite 100
Raleigh, NC 27612
October 23 11am; 4pm Women and Investing
Forsyth County Central Library
600 W 5th St
Winston-Salem, NC 27101
October 22 2:30pm Protecting Yourself from Fraud and Identity Theft

 


 

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