Seminars, Webinars & Events

Exclusive learning opportunities to help you make informed decisions

  • July
    15
    6:00 PM - 7:00 PM

    Social Security and Your Retirement

    Webinar

    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 — especially with how Social Security works.

  • July
    16
    5:00 PM - 6:00 PM

    Mindful Budgeting: Aligning Spending with Your Values - Option 2

    Webinar

    Everyone wants more control over their financial life — and the key to getting there is a budget.

  • August
    01
    10:00 AM - 1:00 PM

    Paper Purge – Red Hook Branch

    Red Hook Branch
    7472 South Broadway
    Red Hook, New York 12571

    Safely dispose of your old documents and declutter your space.

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

    Raising Financially Mindful Teens - Option 1

    Webinar

    The teen years are a critical time for developing financial independence.

  • August
    05
    6:00 PM - 7:00 PM

    Understanding Medicare

    Webinar

    Medicare is a key part of planning your retirement journey. We're here to help you understand the basics so you can make your choice with confidence.

  • August
    13
    5:00 PM - 6:00 PM

    Raising Financially Mindful Teens - Option 2

    Webinar

    The teen years are a critical time for developing financial independence.

  • August
    26
    6:00 PM - 7:00 PM

    The Three Transitions to Retirement

    Webinar

    Your exciting next chapter will start soon. Are you ready?

  • September
    01
    1:30 PM - 2:30 PM

    Buy It or Lease It? Driving Through Your Options - Option 1

    Webinar

    Purchasing or leasing a vehicle is a decision that impacts your budget, lifestyle, and long-term financial goals.

  • September
    10
    5:00 PM - 6:00 PM

    Buy It or Lease It? Driving Through Your Options - Option 2

    Webinar

    Purchasing or leasing a vehicle is a decision that impacts your budget, lifestyle, and long-term financial goals.

  • September
    12
    10:00 AM - 1:00 PM

    Paper Purge – Peekskill Branch

    Peekskill Branch
    3 North Broad Street
    Peekskill, New York 10566

    Safely dispose of your old documents and declutter your space.

  • September
    16
    6:00 PM - 7:00 PM

    Understanding Your Rollover Options

    Webinar

    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?

  • September
    26
    10:00 AM - 1:00 PM

    Paper Purge – Newburgh Branch

    Newburgh Branch
    1224 Route 300
    Newburgh, New York 12550

    Safely dispose of your old documents and declutter your space.

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