Financial Wellness Workshops

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
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.
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