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.
Getting to Yes: Planning and Funding Your Business
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In this episode of Money Smarts, a podcast of Summit Credit Union, we talk with a local mom who gave up her day job to follow her dream - even though she quit for a little while, she never gave up. Hear how she brought her business plan to life as a successful small business owner who now supports other entrepreneurs and continues to instill the entrepreneurial spirit in her children.
From home improvements to paying off higher interest debt, there are many ways to use your home's equity. Learn about the difference between a Home Equity Loan and Home Equity Line of Credit - and how you can use one to make things happen.
What if you know how much money you were spending and saving—not just once in a while, but every day? Lucky for you, Summit's Climbr® is an online tool to help you do all that and more. In this session, learn how to utilize Climbr to keep track of finances, create budgets, monitor expenses, set goals and get transaction alerts to remind you of upcoming bills. You’ll leave with the confidence to own your money management with this online tool that puts you in control.
¿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.
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