Money Management Solutions – A Guide to Smart Budgeting
Full Length session, 1 hour – Money Management 101
Mini sessions, 30 minutes – Financial Lessons Learned During a Pandemic, Spend Less – Do More, Managing Your Finances Made Easy!
Home Sweet Home – The Road to Homeownership
Full Length session, 1 hour – Welcome Home – The Road to Home Ownership
Mini sessions, 30 minutes – Should You Refinance Your Mortgage, First Time Home Ownership – Homebuyer Dream Program.
Credit Solutions – Navigating the Credit Highway
Full Length session, 1 hour – Credit 101
Mini sessions, 30 minutes – Managing Your Credit During a Crisis, Understanding Credit Reports, Understanding Credit Scoring.
Protecting Yourself Against Fraud and ID Theft
Full Length sessions, 1 hour – Fraud and Identity Theft – A Growing Epidemic
Mini sessions, 30 minutes – Tips to Avoid Identity Theft and Empowering Yourself Against Fraud
Financial Education for Young Adults (Ages 14+)
Full Length sessions, 1 hour – Money Concepts for Teens, Money Management 101 Teen Edition and Preparing for Financial Independence
Full Length, In-person Interactive session, 1.5 hours – Mad City Money
Wealth Management Solutions
Full Length sessions, 1 hour* – Investment Basics, Retirement Basics, Estate Planning Basics, Financial Planning Basics, Retirement Income Planning, Understanding Social Security, College Planning and Retirement Savings Challenges for Women.
*These sessions may be modified to 30 minutes if needed.
THE SUMMIT RETIREMENT & INVESTMENT SERVICES
The Summit Retirement & Investment Services provides information and education on a variety of insurance and investment products that complement those available at The Summit Federal Credit Union. Learn more about our Retirement and Investment Services.
These presentations and information are available at no cost to you and are provided as an educational and informative service to both our members and member companies. For more information, please call (585) 453-7272 or (800) 836-7328 extension 7272.