This session helps you prepare for the unexpected so your loved ones can work through your financial affairs with less overwhelm. We will explain and share what you need to know along with providing you steps to take so your assets are divided based on your wishes. Learn key terms, how to document appropriately, and prepare the best you can to bring you the utmost peace of mind.

The art of budgeting can have ups and downs because our spending is not always the same each month. Learn how to be flexible, adjust to overspending and hold yourself accountable to stay on track. Plus, get tips on how to update your budget to rebuild your emergency savings after the unexpected happens.

Are you prepared to teach your child about money? Find out what children should know about money and what motivates them to spend and save. You’ll learn tactics to help children set goals, budget, save and invest.

From our computers to now our phones, accessing your money anywhere with digital banking is easy. There’s so much that you can do virtually now, from transferring funds instantly, paying bills all in one place, using a money management tool to keep track of your budget, and more. This session will cover Summit’s online banking platform and mobile app at full capacity. You’ll learn about options you might not be using that could be saving you time along with safety tips to implement now.  

¿Tiene un Número de Identificación de Contribuyente Individual, también conocido como ITIN? En esta sesión, discutiremos cómo se puede usar su ITIN para establecer crédito y abrir cuentas bancarias. Cubriremos los tipos de cuentas que puede abrir, los tipos de préstamos que puede solicitar, qué documentación se requiere y cómo puede prepararse para futuros préstamos.

Aprenda a tomar decisiones que se adapten al estilo de vida que desea vivir y establezca nuevos hábitos que lo prepararan para el éxito en la administración del dinero. Además, aprenda algunos consejos sobre cómo iniciar un negocio y obtener financiamiento.