Group of people attending a seminar

SEMINARS, WEBINARS & EVENTS

EXCLUSIVE LEARNING OPPORTUNITIES TO HELP YOU MAKE INFORMED DECISIONS

  • July
    17
    6:00 PM - 7:00 PM

    Social Security and Your Retirement

    Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way.

  • July
    18
    8:30 PM - 9:30 PM

    Planning for Money Milestones - Option 2

    There are many important financial milestones for consumers in their 20s and 30s.

  • July
    24
    6:00 PM - 7:00 PM

    Understanding Medicare

    Planning for retirement is never easy, and maneuvering through Medicare rules and regulations is another step in an already confusing process.

  • August
    07
    6:00 PM - 7:00 PM

    Income for Life

    You have retirement goals and plans for your future.

  • August
    13
    1:30 PM - 2:30 PM

    After Identity Theft - Option 1

    If you’re a victim of identity theft or just want to stay prepared, this workshop is a must.

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

    Three Transitions to Retirement

    Are you ready to retire? You might be prepared for the financial transition, but you’ll also experience lifestyle and emotional transitions.

  • August
    22
    8:30 PM - 9:30 PM

    After Identity Theft - Option 2

    If you’re a victim of identity theft or just want to stay prepared, this workshop is a must.

  • September
    03
    6:00 PM - 7:00 PM

    Rollover Planning

    Changing jobs is a common experience for most U.S. workers.

  • September
    10
    1:30 PM - 2:30 PM

    Finances for Small Business Owners - Option 1

    Entrepreneurship is stronger than ever.

  • September
    10
    6:00 PM - 7:00 PM

    Rethinking Diversification

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

  • September
    19
    8:30 PM - 9:30 PM

    Finances for Small Business Owners - Option 2

    Entrepreneurship is stronger than ever.

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.