Father and Daughter

Isn't it time to begin investing in your future? Join us for this free webinar, Investment Basics, presented by our Wisconsin Strong partner, Summit Credit Union.

You will learn how to identify financial goals and time horizons. Other topics include:

  • Effects of inflation and compounding
  • How to measure your risk tolerance
  • Relationship between risk and return
  • Differences between cash equivalents, bonds, stocks, and mutual funds
  • Importance of asset allocation

Register for session:

September 29 at 8:30 a.m.

September 29 at 5:30 p.m.

Reminder: Free Financial Fitness Checkup, Incentive

It only takes five minutes to complete the free Wisconsin Strong Financial Fitness Checkup self-assessment. You will also get access to a personalized playlist of interactive courses on topics such as debt management, budgeting, investments, estate planning, and retirement planning. Learn at your own pace.

Looking to complete a well-being activity for your $150 Well Wisconsin incentive? Take the Financial Fitness Checkup and rack up a wellness activity credit. The deadline for 2021 payment is right around the corner, October 8. Details here.

Wisconsin Strong

The Investment Basics webinar and the Financial Fitness Checkup are a part of the Wisconsin Strong: Your Financial Security™ program, offered by the Department of Employee Trust Funds. Wisconsin Strong is designed to empower members and their families to build financial security and achieve financial wellness at any age. You’ll find free financial wellness education, resources, and tools at etf.wi.gov/wi-strong. Follow along at #WIStrongSecurity.



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Summit Credit Union