Group of people attending a seminar

SEMINARS, WEBINARS & EVENTS

EXCLUSIVE LEARNING OPPORTUNITIES TO HELP YOU MAKE INFORMED DECISIONS

  • July
    17
    8:30 PM - 9:30 PM

    Mastering the Gig Economy - Option 2

    If you do gig work, you know how tricky it can get on the money management side of things.

  • July
    23
    6:00 PM - 7:00 PM

    Ready to understand Medicare better?

    Medicare is a key part of planning your retirement journey.

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

    Income for Life

    You have retirement goals and plans for your future.

  • August
    12
    1:30 PM - 2:30 PM

    Raising a Money Smart Kid - Back to School Edition - Option 1

    Earning money, spending and saving are important lessons children learn very early on in life.

  • August
    20
    6:00 PM - 7:00 PM

    Three Transitions to Retirement

    How do you feel about retirement?

  • August
    21
    8:30 PM - 9:30 PM

    Raising a Money Smart Kid - Back to School Edition - Option 2

    Earning money, spending and saving are important lessons children learn very early on in life.

  • September
    08
    6:00 PM - 7:00 PM

    Investment Diversification

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

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

    Finances for New Families - Option 1

    Getting married. Having kids. These are natural progressions in life for many, but also present new financial situations and decisions to make immediately, and for the long term.

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

    Finances for New Families - Option 2

    Getting married. Having kids. These are natural progressions in life for many, but also present new financial situations and decisions to make immediately, and for the long term.

  • September
    23
    6:00 PM - 7:00 PM

    Rollover Options

    Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer?

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.