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Ages 18+

Offered by SEFCU Wealth Management Services*

Practice makes perfect.  If you are heading into retirement, prepping and understanding the five key challenges to prepare for in retirement is critical.  Come join us as we discuss these basics of being prepared for the retirement zone, the basics of managing a comprehensive retirement plan, and careful considerations of putting an income plan into practice.  

Location: 

Dora Maxwell Auditorium 
700 Patroon Creek Blvd. 
Albany, NY 12206 

6 p.m. - 7:30 p.m.

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* Securities and financial planning offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. SEFCU and SEFCU Wealth Management Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial representatives associated with this Website may discuss and/or transact securities business only with residents of the following states: CA, CT, FL, MA, ME, NC, NJ, NY, PA, UT, VA, VT, and WI.

** There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principle.

Ages 18+

A spending plan is an important part of financial planning because it helps you manage your money in a positive manner so that you can reach your financial goals. Steps for developing your own spending plan, determining fixed expenses, flexible spending, and financial goals will be covered.

Location: 

SEFCU Square branch
469 State Street
Schenectady, NY 12305 

6 p.m. - 7:30 p.m.

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Ages 18+

Financial decisions you make today will greatly impact your future. When using credit you are spending your future income. This concept will be the backdrop of this session where learners will explore managing credit responsibly, how to obtain credit, and the meaning of credit scores and credit reports.

Location: 

Atrium
700 Patroon Creek Blvd.
Albany, NY 12206

6 p.m. - 7:30 p.m.

Register

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Ages 18+

Financial decisions you make today will greatly impact your future. When using credit you are spending your future income. This concept will be the backdrop of this session where learners will explore managing credit responsibly, how to obtain credit, and the meaning of credit scores and credit reports.

Location: 

SEFCU Square branch
469 State Street
Schenectady, NY 12305

6 p.m. - 7:30 p.m.

Register

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Ages 18+

A certified long-term care specialist will discuss the challenges we face when we become responsible for aging parents. Participants will learn the steps to protect the well-being of their family and how to devise a plan to safeguard family assets. Learn about the various resources and financial options available.

Location: 

Saratoga Public Library 
49 Henry St
Saratoga Springs, NY 12866

6 p.m. - 7:30 p.m.

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Ages 18+

Financial decisions you make today will greatly impact your future. When using credit you are spending your future income. This concept will be the backdrop of this session where learners will explore managing credit responsibly, how to obtain credit, and the meaning of credit scores and credit reports.

Location: 

SEFCU Cicero branch
8086 Brewerton Road
Cicero, NY 13039

6 p.m. - 7:30 p.m.

Register

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Ages 18+

Financial decisions you make today will greatly impact your future. When using credit you are spending your future income. This concept will be the backdrop of this session where learners will explore managing credit responsibly, how to obtain credit, and the meaning of credit scores and credit reports.

Location: 

SEFCU Vestal branch
3460 Vestal Parkway East
Vestal, NY 13850

6 p.m. - 7:30 p.m.

Register

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Ages 18+

Join Sheila Cervera, Certified Estate Planner, as she discusses various strategies to ensure your legacy is continued with estate planning techniques and asset protection strategies.

Location: 

Dora Maxwell Auditorium 
700 Patroon Creek Blvd. 
Albany, NY 12206 

6 p.m. - 7:30 p.m.

Register

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Ages 18+

Learners will develop an effective debt pay-down strategy. They will also consider appropriate debt levels, and reflect on what is considered good debt and bad debt. A basic budgeting framework is also discussed as part of scoring a debt reduction plan.

Location: 

Atrium
700 Patroon Creek Blvd.
Albany, NY 12206

6 p.m. - 7:30 p.m.

Register

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Ages 18+

Learners will develop an effective debt pay-down strategy. They will also consider appropriate debt levels, and reflect on what is considered good debt and bad debt. A basic budgeting framework is also discussed as part of scoring a debt reduction plan.

Location: 

SEFCU Square branch
469 State Street
Schenectady, NY 12305

6 p.m. - 7:30 p.m.

Register

See all seminars

Ages 18+

Learners will develop an effective debt pay-down strategy. They will also consider appropriate debt levels, and reflect on what is considered good debt and bad debt. A basic budgeting framework is also discussed as part of scoring a debt reduction plan.

Location: 

SEFCU Cicero branch
8086 Brewerton Road
Cicero, NY 13039

6 p.m. - 7:30 p.m.

Register

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Ages 18+

Offered by SEFCU Wealth Management Services*

When it comes to retirement income, Social Security plays an important role in your retirement income story. Understanding and making the right decisions around taking Social Security can be a big driver to independence in retirement.  Join us for this education seminar as we discuss special considerations for your claiming strategy, how being married/divorced or widowed may affect your benefits or how the claiming strategy of your spouse may affect your benefits.

Location: 

Dora Maxwell Auditorium 
700 Patroon Creek Blvd. 
Albany, NY 12206 

6 p.m. - 7:30 p.m.

Register

See all Seminars

* Securities and financial planning offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. SEFCU and SEFCU Wealth Management Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial representatives associated with this Website may discuss and/or transact securities business only with residents of the following states: CA, CT, FL, MA, ME, NC, NJ, NY, PA, UT, VA, VT, and WI.

** There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principle.

Ages 18+

Learners will develop an effective debt pay-down strategy. They will also consider appropriate debt levels, and reflect on what is considered good debt and bad debt. A basic budgeting framework is also discussed as part of scoring a debt reduction plan.

Location: 

SEFCU Vestal branch
3460 Vestal Parkway East
Vestal, NY 13850

6 p.m. - 7:30 p.m.

Register

See all seminars

Ages 18+

Learners will develop an effective debt pay-down strategy. They will also consider appropriate debt levels, and reflect on what is considered good debt and bad debt. A basic budgeting framework is also discussed as part of scoring a debt reduction plan.

Location: 

SEFCU Amherst branch
3155 Niagara Falls Blvd.
Amherst, NY 14228

6 p.m. - 7:30 p.m.

Register

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Ages 18+

If you or a family member is new to the federal Medicare program it can feel confusing and frustrating at first glance. This session will help you better understand the many different parts of Medicare and what your options are when you enroll.

Location: 

Dora Maxwell Auditorium 
700 Patroon Creek Blvd. 
Albany, NY 12206 

6 p.m. - 7:30 p.m.

Register

See all Seminars