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Financial Outreach

Financial education is a core value at Summit. We believe that anyone can be financially successful with the right information, guidance, and tools. To inspire financial wellness among our members and the communities we serve, we offer several programs that build financial capacity and smart personal finance skills. Project Money helps families to dramatically improve their financial position by increasing savings, reducing debt and establishing smart money habits. Our exclusive Red SHOES program guides those ready to take action with their finances to achieve their dreams. Educational classes and seminars reach and empower thousands each year in the communities we serve.

Education Classes, Seminars & Webinars

Summit works with community organizations, schools and workplaces to provide financial education. In addition, our branch locations hold seminars on a variety of topics, including but not limited to: first time home buying, managing and building budgets, understanding credit, and protecting your identity. We also offer a number of live webinars throughout the year on financially empowering topics. In 2022, we delivered 330 live, free financial education reaching more than 45,000 people.

Check out our upcoming Summit events

Visit Money Smarts for hand tools and financial resources

Financial Education Partnerships
  • Madison Metropolitan School District, including branches in LaFollette, Memorial, East and West High Schools
  • Girl Scouts of Wisconsin Badgerland Council
  • Common Wealth Development
  • Dane County and Dodge County Junior Achievement
  • Sun Prairie Business and Education Partnership
  • Area elementary, junior high and high schools
  • Area non-profit organizations, community centers
  • Area businesses and workplace partners
  • Area colleges, universities and schools of continuing education

Our Project Teen Money Scholarship program provides students at LaFollette, James Madison Memorial and East High Schools the opportunity to conduct peer to peer financial education and earn scholarship money.  Selected students create three videos on Saving, Spending and Giving – then share the videos on social media as part of a community education program.  One student is awarded a $2,500 scholarship, the other five receive $500 scholarships.

Interested in a Guest Speaker?  

If you’re interested in financial education for your classroom or organization, please download and complete the PDF Financial Education Request form then email it to [email protected].