Group of people attending a seminar

Seminars, Webinars & Events

Exclusive learning opportunities to help you make informed decisions

  • October
    30
    6:00 PM - 7:00 PM

    Ready to understand Medicare better?

    Medicare is a key part of planning your retirement journey.

  • November
    04
    1:30 PM - 2:30 PM

    Safeguarding Seniors: Strategies to Combat Elder Financial Exploitation - Option 1

    Elder financial exploitation is a growing concern that affects millions of seniors each year.

  • November
    06
    6:00 PM - 7:00 PM

    Income for Life

    You have retirement goals and plans for your future.

  • November
    13
    8:30 PM - 9:30 PM

    Safeguarding Seniors: Strategies to Combat Elder Financial Exploitation - Option 2

    Elder financial exploitation is a growing concern that affects millions of seniors each year.

  • November
    18
    6:00 PM - 7:00 PM

    Three Transitions to Retirement

    How do you feel about retirement?

  • December
    02
    6:00 PM - 7:00 PM

    Investment Diversification

    In today’s volatile market, retirement savers face new challenges

  • December
    09
    1:30 PM - 2:30 PM

    Sleighing the Holiday Season - Option 1

    It may be called “the most wonderful time of the year” but December can also be filled with unwanted debt and overspending.

  • December
    18
    8:30 PM - 9:30 PM

    Sleighing the Holiday Season - Option 2

    It may be called “the most wonderful time of the year” but December can also be filled with unwanted debt and overspending.

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.