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WPCU to Host Upcoming Financial Learning Summit

Date: September 20, 2023
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Wright-Patt Credit Union, Inc.® (WPCU) is hosting a Financial Learning Summit this fall. Attendees will receive three financial learning classes on budgeting, credit and debt management along with planning for the future. The Financial Learning Summit will be held at The Ohio State University Fawcett Center on Saturday, October 28th from 9:00am – 3:00pm. Buckeye fans should not worry as the game against Wisconsin is later that evening.

Included with the registration is breakfast, lunch, light refreshments, onsite parking, financial resources toolkit,  1-on-1 financial coaching, and access to budgeting, credit and debt management and retirement planning materials.

Columbus residents are encouraged to register in advance by visiting WPCU.coop/Summit. Please note: Residents do not need to be a member of Wright-Patt Credit Union to attend. 

“We find that one of the best ways to care for our members and community is through financial learning, and we are excited to bring this program to the Columbus community,” said Amy McDermott, Manager of Business Development. “Summit attendees will learn about skills that will help them navigate their personal financial journey and ultimately achieve their goals.”

Doors will open at 9:00 a.m. at the Fawcett Center. WPCU Financial Coaches will be onsite to answer financial questions and provide more information about WPCU products and services. Mark Yandura, CFS* Financial Advisor at Wright-Patt Credit Union®, will be there to help you start planning for your future and answer any retirement planning questions you may have. To learn more or to register, visit WPCU.coop/Summit. Registration closes October 7, 2023.  

“Financial learning is key to achieving Financial Flexibility and Freedom®. Offering this summit to Columbus residents is a way we can directly provide financial learning resources to the communities we serve. Our mission is to help people through life, and this is one way we can do just that,” said Tracy Szarzi-Fors, Senior Vice President of Marketing and Business Development.

Download the full press release here​.

​​​​​​​​*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered brokerdealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Wright-Patt Cr​edit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Before deciding to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to; investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.
CUSO Financial Services, L.P. (CFS) does not provide tax or legal advice. For such guidance, please consult your tax and/or legal advisor.
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