No Cost Workshops to Help You be Financially and Professionally Savvy

Summit Credit Union is Here to Help You

2022 Alliance sponsor feature article courtesy of Summit Credit Union

It is never too late to change your financial health and overall wellbeing. As a partnership benefit of Summit Credit Union, we offer no-cost virtual and in-person workshops to our members and non-members. Below are some of our workshops to help you be financially and professionally savvy.

• Fraud and Identity Theft: We may all be targets, but we do not have to be victims. Find out what schemes crooks are currently using to try and steal your money. Learn how to protect yourself from fraud attempts.
• Understanding Your Credit Score: Discover how credit scores are determined, how to raise your credit score, and how to avoid common mistakes that lower your score. It’s not always common sense.
• Diversity and Inclusion in the Workspace: What is diversity and inclusion? Learn how to encourage inclusive actions and behaviors in the workplace. Explore why it makes good business sense to incorporate a diversity and inclusion strategic plan of action, and how it can impact growth and revenue for your company.

Our workshops typically run 45-60 minutes, but can be divided into two parts for shorter sessions. Most can be presented in a Lunch ‘n Learn format, either in-person or online. Visit SummitCU.org or contact your Regional Partnership Manager at Partners@SummitCU.org for more information or to schedule an on-site or virtual workshop for your team.

About Summit Credit Union

Summit Credit Union was established in 1935 and is a full-service not-for-profit financial cooperative, providing services to employees at over 300 companies throughout North Carolina. It has about 37,000 members and approximately $338 million in assets. Summit Credit Union offers a full portfolio of personal financial products, including checking accounts, debit cards, credit cards, online banking, direct deposit, mobile app, ATMs, and more.

For more information, visit SummitCU.org and follow us on Facebook, Instagram, Twitter, and LinkedIn.

Frauds, Scams, and Lies, Oh My!

2016 Feature article by Alliance sponsor Summit Credit Union

Crooks are constantly coming up with creative ways to steal your hard-earned money. Here are just a few schemes that are currently making their rounds.

IRS Impostors. During tax time fraudsters pose as IRS agents who threaten arrest or seizure of property unless immediate payment is made for alleged back taxes. Threats come in the form of phone calls or even in emails which link to a look-alike IRS website. Sometimes their approach is that they owe you money and need to get it to you. In either case the crooks are just hoping to get your banking information so they can loot your bank account. Remember the IRS never contacts anyone by phone or email, only by certified letters.

Medical Fraud. Baby boomers are getting older and frequently get calls promising that “our doctor can certify you for a free electric wheelchair.” They then ask for a Social Security number and Medicare and secondary insurance information so a fraudulent claim can be filed. Medicare loses an estimated $60 billion a year to fraud.

Lotteries and Sweepstakes. You can’t win if you didn’t enter, but every week victims fall prey to phone calls, letters with enclosed checks, or even emails saying they have won millions. All the victim has to do is send a money order to pay initial taxes or provide banking information so the crooks can “transfer the winnings into your account.” Of course, in either case, there are no actual winnings.

These are just a few of the ways crooks try to defraud consumers and/or steal their identity. Summit Credit Union has a full seminar for your employees that it will bring to your work location at no cost. For details, contact Lindy Fuller at 336-662-6259 or lindyf@summitcu.org.