July
28 11:00 AM - 11:30 AM


Quick Tips for a Budget Friendly Vacation

Webinar

Want tips to help you enjoy your vacation without added financial stress?

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August
4 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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August
5 1:00 PM - 1:30 PM


Back to School Savings Tips

Webinar

Back to school shopping doesn't have to break your budget.

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August
11 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? Without a plan, reacting based on your...

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August
18 6:00 PM - 7:00 PM


The Return of Conservative Investing

Webinar

Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it...

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August
24 1:00 PM - 2:00 PM


Managing Money in Times of Uncertainty & Crisis

Webinar

Managing your money when life is easy is relatively simple. But what happens when times get...

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August
24 6:30 PM - 7:30 PM


Women and Investing

Webinar

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

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September
1 6:00 PM - 7:00 PM


Three Transitions To Retirement

Webinar

Are you ready to retire? You might be prepared for the financial transition, but you’ll...

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September
8 6:00 PM - 7:00 PM


Social Security and Your Retirement

Webinar

Regardless of when you plan to retire, Social Security will likely be an important part of the...

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September
15 6:00 PM - 7:00 PM


Income for Life

Webinar

What lies ahead for you? Whatever your retirement goals are, ensuring a steady stream of income...

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September
22 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? Without a plan, reacting based on your...

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September
29 6:00 PM - 7:00 PM


Rollover Planning

Webinar

Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it...

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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.