Live sessions with real advisors

Every month Summit advisors host free workshops and webinars on the money questions members ask most. Come with questions, leave with answers, and watch the recording later if the time does not work.

See the Schedule Watch a Recording

Three ways to attend

Same advisors, same material. Pick whichever fits your week.

Live webinar

Sixty minutes online, usually Tuesday or Thursday at 6:30 p.m. Central. Cameras off, questions in the chat, and an advisor answering them as they come.

In-branch workshop

Ninety minutes in a branch community room, capped at twenty-four seats so there is room for follow-up. Coffee, printed worksheets, and a calculator on every chair.

Recording on demand

Every webinar is posted within two business days, captioned and chaptered, along with the slide deck and any worksheet used during the session.

14 Sessions each quarter

9,400 Members attended last year

$0 Cost to attend, always

48hr Until the recording posts

Coming up this quarter

Registration opens three weeks ahead of each session. In-branch seats tend to fill first.

Topic Date Format

First-Time Homebuyer Basics Tue, Aug 11 Webinar, 6:30 p.m.

Reading Your Credit Report Line by Line Thu, Aug 27 Webinar, 12:00 p.m.

Buying a Car Without Overpaying Sat, Sep 12 Branch workshop, Riverside

Building an Emergency Fund on an Uneven Income Tue, Sep 22 Webinar, 6:30 p.m.

Retirement Income: Turning Savings Into a Paycheck Thu, Oct 8 Webinar, 6:30 p.m.

Spotting Fraud Before It Costs You Sat, Oct 24 Branch workshop, Northgate

Estate Basics: Beneficiaries, Wills, and Payable on Death Thu, Nov 5 Webinar, 12:00 p.m.

Home buying Credit Auto Saving Retirement Fraud and security Estate planning

Registering and attending

Reserve a seat

Registration takes a name and an email address. Membership is not required, and we do not add you to a marketing list.

Get the link or the room

A confirmation arrives immediately with the webinar link or the branch address, plus a calendar file and a reminder the morning of.

Bring your questions

The last fifteen minutes of every session are unscripted question time. Advisors answer generally in public and offer a private follow-up for anything account-specific.

Keep the materials

Slides, worksheets, and the recording land in your inbox within two business days and stay available in the archive indefinitely.

Common questions

Do I need to be a member to attend?

No. Workshops and webinars are open to the public at no cost, and roughly a third of attendees are not Summit members when they register.

Will anyone try to sell me a product?

No. Advisors present education, not offers. If a session touches a Summit product, they name the terms plainly and tell you where competing rates are published.

Are the sessions recorded, and is my name visible?

Webinars are recorded, but only the presenter's audio and screen. Attendee names, cameras, and chat messages are excluded from the published recording.

What if I register and cannot make it?

Nothing happens, and the recording still reaches your inbox. For in-branch workshops we appreciate a cancellation so the seat can go to someone on the waitlist.

Can you run a session for my workplace or group?

Yes. Summit runs private sessions for employers, schools, and community organizations within our service area at no charge, with a minimum of twelve attendees.

Are captions or accommodations available?

Live captions run on every webinar, and branch community rooms are wheelchair accessible. Note any other accommodation on the registration form and we will arrange it.

Rates current as of July 2026 and subject to change. Membership eligibility required. This is a demonstration website; rates, products, and figures shown are illustrative only.

Save a seat for next month

Registration takes under a minute, and the recording follows whether or not you make it live.