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WPCU to Host Upcoming Financial Learning Summit

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​.

​​​​​​​​*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wright-Patt Credit Union® and WPCU® Retirement Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using WPCU Retirement Solutions, and may also be employees of Wright-Patt Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wright-Patt Credit Union or WPCU Retirement Solutions. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency | Not Wright-Patt Credit Union ​Guaranteed | Not Wright-Patt Credit Union Deposits or Obligations | May Lose Value


Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

LPL Financial Form CRS


​​The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.