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Blog & Tools
Between you and your money, you can make it happen. We can help.
Webinar
Guide to Mindful Spending Webinar
Personal and Business Finances
Webinar, Small Business, Entrepreneurship
Effective money management is critical to your entrepreneurial success. This session will guide you in organizing your money, separating your personal and business finances, opening business accounts, and setting yourself up to get the support and financing you need to grow. You’ll learn strategies to manage an irregular income and resources that can help you achieve personal and business success.
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Homebuying Webinar
My Money, My Business Money: Tips for Success
Webinar, Small Business, Entrepreneurship
Managing money between home and work can be hard and often uncertain. A panel of credit union and entrepreneurial experts discuss the connection between personal and business money. Learn what it takes personally to self-fund your business, and how you can work to get the money you need from outside sources to grow and thrive. We’ll cover tips for success including managing your money, knowing who to ask for help, common questions to ask, and resources available.
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Using Summit Money Minder Webinar
Getting to Yes: Planning and Funding Your Business
Webinar, Small Business, Entrepreneurship
Learn the nuts and bolts of a winning business plan, plus what financial institutions look for in a business and business plan during the loan application process.
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Goal Plan Action letterboard
Creating a Financial Plan to Increase Your Savings
Saving, Webinar, Budget, Spending, Financial Freedom, Money Smarts
Create a financial plan by following these easy money saving tips. Start saving in a way that fits your lifestyle and will set you up for financial success.
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Person watching webinar on laptop with coffee
Managing Financial Stress
Webinar, Money Tips, Budget
Learn practical steps to address financial anxiety, like how to develop a savings and spending plan that includes debt reduction, ways to improve communication with your family about common goals and tips on how to increase your cash flow to reduce stress.
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Free Webinar: Woman on Computer
Managing Your Money in Uncertain Times
Webinar, Money Tips, Budget
Learn money management tips and tools to better understand your personal finances. Topics including knowing where you stand, using what you have, saving, budgeting and changing your financial habits to get you through uncertain times.
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