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A community with access to financial education is one ready to thrive. Summit embraces opportunities to work with community organizations, schools and workplaces to provide financial resources. We've also created initiatives, such as Project Money, that help put our members and the community on track for success.
We focus on working with organizations that support these initiatives:
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Advancing Equity
Reducing inequities by helping ensure that all people have the resources to reach success.
Financial Wellbeing
Providing access to financial resources, education and opportunities to build economic wellbeing.
Women's Empowerment
Fostering leadership, providing access to education and promoting the economic wellbeing of women and girls.
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, schools and workplaces to provide financial education tailored to their audience. Our branch locations also regularly host events, both online and in person, covering a variety of topics, from first-time homebuying to managing a budget. Plus, anyone can access our complete library of online resources on goal setting, retirement planning, money management and so much more.
When employees feel financially confident, it's reflected in their happiness and productivity - at work and beyond. Financial Wellness for Employees by Summit is a free program that gives your team the tools they need to make confident financial decisions.
Interested in having a financial educator from Summit speak to your group? We love empowering our community with financial education! Tell us a little bit about what you're looking for, and we'll get back to you soon.
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The Wisconsin's #1 Mortgage Lender designation is based on the number of loans in 2022, gathered from the Home Mortgage Disclosure Act data compiled annually by the Consumer Financial Protection Bureau. The results of the data were obtained through the