 At The Summit, we're deeply committed to the mission of Financial Education for all of our members and potential members. We believe that it's our duty as a credit union to help members understand the fundamentals of financial services and money management so you can make positive financial decisions, improve your financial lives and become fully informed about handling your finances effectively.
BUYING YOUR FIRST HOME This valuable presentation takes prospective homebuyers through the entire process, from down payments to mortgage applications and through to closing. This presentation contains information that even those buying their second or third home will find useful.
MONEY MANAGEMENT 101 This presentation provides you with the information and secrets to help you manage your monthly expenses. We provide you with tips and useful resources to assist our members in getting their finances "in order". By utilizing these valuable resources you will learn how to evaluate your current spending habits, create your own budget and how to save and invest your new found "extra" money.
CREDIT 101 Many people face huge challenges when it comes to personal debt; too much credit makes it very easy to get deeper and deeper into debt. This presentation covers the pitfalls of taking on more debt than you can manage and the importance of establishing a good credit history. In addition, we explain Credit Reports, what type of behavior negatively affects your personal credit, and share ideas on the most effective ways to improve your Credit Score.
FRAUD AND IDENTITY THEFT Learn how to battle this widespread problem that is almost certain to affect you or someone you know. The Summit's internal Fraud and Loss Prevention Department has outlined the keys to avoiding Fraud and Identity Theft while providing valuable information that can be put into practice starting TODAY!
These presentations are available at no cost to you and are provided as an educational and informative service to our members and member companies. For more information, please call us at (585)453-7030 or (800)836-7328 extension 7030.
 Through our partnership with BALANCE, our members have access to free and confidential online educational modules on a variety of topics. Learn the basics of investing or how to better manage your finances and then take a quiz at the end to see how much you have learned! Click here to get started.
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