We'll help you and your employees get to know where you're at with your money, where you'd like to be and the steps to improve not just your financial wellness, but your overall wellbeing. Welcome to your resource center! This hub includes tools to launch your program and promote it over time – just download and share with your employees.  And if you have a question about our program? Just  for additional information.Thanks for being part of Financial Wellness for Employees by Summit! We’re excited to help you and your employees get and stay on track to improving your financial wellness. Download and use these materials to help announce Financial Wellness for Employees by Summit to your organization.
Download and use these materials to share the personalized financial education playlist with your organization.
If you have a question or concern, or just want some advice on sharing the program, we'd love to help. 
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The Wisconsin's #1 Mortgage Lender designation is based on the number of loans in 2023, 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 LEI: 254900NTAC4H10MGSU23 ** SBA Lender of the Year Award for Credit Unions as awarded by the Small Business Administration of Wisconsin in 2024. Copyright 2025 © Summit Credit Union. All rights reserved. If you are using a screen reader and are having problems using this website, please call 608-243-5000 for assistance. Insured by NCUA