For more information, contact:
Cheryl Van Tessier, Finesse Public Relations LLC
(608) 467-4408, [email protected]
Amy Crowe, Summit Credit Union
(608) 243-5000X2834, [email protected]
MADISON, Wis. — Summit Credit Union is holding a free educational seminar, “Investing & Retirement Basics” on Tues., Aug. 21, from 12:00 p.m. – 1:00 p.m.
Seminar participants will learn:
About investment fundamentals, including the effects of inflation and compounding interest How to identify financial goals, time horizons and risk tolerance, as well as how to understand the relationship between risk and return
The seminar is open to the public and will be held at the Wisconsin Trade Center, located at 8401 Greenway Blvd., in Middleton, Wis. Attendees will be served a light lunch.
Please register by calling (608) 243-5000×2315 or e-mailing [email protected].
About Summit Credit Union:
Established in 1935, Summit Credit Union is a member-owned financial cooperative open to anyone in Wisconsin. Summit holds $1.8 billion in assets and has more than 125,000 members with a total of 23 locations throughout the Madison and Milwaukee areas. For more information, visit http://www.summitcreditunion.com or call (608) 243-5000 or (800) 236-5560.
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Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.