Summit Credit Union: Free investing educational seminar offered in Middleton


June 25, 2013

For more information, contact:

Amy Crowe, (608) 243-5000X2834,
[email protected]

Cheryl Van Tessier, APR, (608) 467-4408,
[email protected]


MADISON, Wis. — Summit Credit Union is holding a free educational seminar, “Investment Basics” on Thurs., July 18, 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 difference between cash equivalents, bonds, stocks and mutual funds, as well as the importance of asset allocation

The seminar is open to the public and will be hosted by Summit Credit Union, and held at the Wisconsin Trade Center, JP Morgan Conference Room, located at 8401 Greenway Blvd., in Middleton, Wis. (Across from Greenway Station). Refreshments will be provided.

Please register by calling (608) 243-5000 ext. 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 $1.9 billion in assets and has more than 128,000 members with a total of 23 locations throughout the Madison and Milwaukee areas. For more information, visit or call (608) 243-5000 or (800) 236-5560.