Financial Education Programs

At The Summit, we want to help you understand the fundamentals of financial services and money management so you can make positive decisions and handle your finances effectively. Check out these presentations for valuable information you can use starting today.
  • MONEY MANAGEMENT 101 // A Guide to Smart Budgeting

    MONEY MANAGEMENT 101 // A Guide to Smart Budgeting

    This presentation provides you with the information to help you manage your monthly expenses and get your finances in order. By utilizing these valuable resources, you will learn how to evaluate your current spending habits, create your own budget, and save and invest your new-found “extra” money.

  • HOME SWEET HOME // The Road to Home Ownership

    HOME SWEET HOME // The Road to Home Ownership

    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.

  • CREDIT 101 // Navigating the Credit Highway

    CREDIT 101 // Navigating the Credit Highway

    This presentation covers the importance of establishing a good credit history and the pitfalls of taking on more debt than you can manage. You’ll learn about credit reports, what type of behavior negatively affects your personal credit, and ideas on the most effective ways to improve your credit score.

  • PROTECTING YOURSELF AGAINST FRAUD AND IDENTITY THEFT

    PROTECTING YOURSELF AGAINST FRAUD AND IDENTITY THEFT

    Learn how to take a proactive approach to dealing with this widespread problem. 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 today.

  • THE SUMMIT RETIREMENT & INVESTMENT SERVICES

    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.