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

 

Workplace Professionalism

What is workplace professionalism? Learn how to develop and improve necessary soft skills, no matter your industry. 

Thursday, September 17 • 12:00 p.m. EDT • Zoom Webinar

Register Here

College Planning Night

Learn more about financial and money-management solutions to help you prepare for college.

Thursday, October 8 • 6:00 p.m. EDT • Zoom Webinar

Register Here 

Taste of Reality Fair

Our Taste of Reality Fair is a real-world financial simulation that guides young people (ages 13-22) through a month in the life of an adult.

Tueseday, October 20 • 4:30 p.m. EDT •  Zoom Webinar

Register Here

Tuesday, November 17 •  4:30 p.m. EST •  Zoom Webinar

Register Here


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.