October
21 5:30 PM - 6:30 PM


First Time Home Buyer

Webinar

Are you buying your first home? It’s one of the biggest financial decisions you’re...

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October
26 1:00 PM - 1:30 PM


10 Ways to Trim Your Budget

Webinar

Want to keep more money in your pocket?

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October
26 6:30 PM - 7:30 PM


Understanding Medicare

Webinar

Planning for retirement is never easy and maneuvering through Medicare rules and regulations is...

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November
2 6:00 PM - 7:00 PM


How to Weather a Bear Market

Webinar

When the market dips, what do you do? How do you react?

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November
9 6:00 PM - 7:00 PM


The Return of Conservative Investing

Webinar

Market volatility. Low interest rates. Retirement risks.

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November
10 1:00 PM - 2:00 PM


Understanding & Managing Your Debt

Webinar

Is debt an unavoidable part of life?

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November
16 6:30 PM - 7:30 PM


Women and Investing

Webinar

There’s no denying the facts: Women tend to earn less and live longer than men.

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November
18 5:30 PM - 6:30 PM


Holiday Spending Maximize Your Savings

Webinar

How did you feel after the holidays last year? Were you weighed down by the realization you...

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November
30 6:00 PM - 7:00 PM


Rollover Planning

Webinar

Often times when people change jobs or prepare for retirement, they need to make decisions on...

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December
7 6:00 PM - 7:00 PM


Income for Life

Webinar

You have retirement goals and plans for your future. Without a regular paycheck to count on,...

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See what the Mid-Hudson Valley has to say about our events

Many thanks to Sarah and Aaron for this informative workshop; it was full of detailed, empowering information about how to build a better credit score. I felt like I got to look through a decoder ring and left with a better understanding of how I can improve my score and maintain my goals.

Sarah L.

I want to say thank you, for the opportunity to improve my understanding of the personal banking world, from basic savings and checking accounts, to credit, to loans, scholarships, budgeting. It was something I was not taught at home or in school.

Louise C.