Group of people attending a seminar

SEMINARS, WEBINARS & EVENTS

EXCLUSIVE LEARNING OPPORTUNITIES TO HELP YOU MAKE INFORMED DECISIONS

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

    Social Security and Your Retirment

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

  • October
    05
    7:00 PM - 8:00 PM

    La psicología del gasto

    Todos tenemos una “personalidad financiera” y esta tiene un gran impacto en nuestras actitudes, relación conel dinero y hábitos de gasto

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

    Federal vs. Private Student Loans - Option 1

    This workshop explains key differences between federal and private student loans, and compares eligibility, interest rates, repayment plans and more

  • October
    12
    7:00 PM - 8:00 PM

    10 pasos para alcanzar el éxito financiero

    Todos medimos el éxito financiero de manera diferente, pero todos los caminos para llegar allí requieren disciplina y objetivos.

  • October
    19
    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.

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

    Federal vs. Private Student Loans - Option 2

    This workshop explains key differences between federal and private student loans, and compares eligibility, interest rates, repayment plans and more.

  • November
    01
    6:00 PM - 7:00 PM

    Income for Life

    Most folks have retirement goals and plans for their future.

  • November
    07
    1:30 PM - 2:30 PM

    Breezing Through the Holidays - Option 1

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

  • November
    15
    6:00 PM - 6:00 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.

  • November
    16
    8:30 PM - 9:30 PM

    Breezing Through the Holidays - Option 2

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

  • December
    05
    1:30 PM - 2:30 PM

    Identity Theft Solutions - Option 1

    Identity theft is becoming more common and sophisticated than ever.

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

    Understanding Your Rollover Options

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

  • December
    14
    8:30 PM - 8:30 PM

    Identity Theft Solutions - Option 2

    Identity theft is becoming more common and sophisticated than ever.

  • December
    19
    6:00 PM - 7:00 PM

    Rethinking Diversification

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

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.