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Attention: Some members are being targeted with phone scam messages. SEFCU will never ask for your personal or account information via an email, text message, or phone call. If you are contacted by someone claiming to be SEFCU and are unsure if the text, email, or call is legitimate, please contact SEFCU's Member Solutions Center at 800-727-3328. To learn more about how to prevent identity theft, please visit our Security page.
Routing number - 221373383
High grocery receipts? It's payback time. Shop for groceries with the SEFCU Lightning Credit Card and earn 3X points!
Browse free money management videos to revamp your savings goals, learn about investing, pay your down debt, and more!
You'll love our loans and savings solutions and great rates, plus lots of branches, digital banking, and financial education.
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Learners will explore how to make informed consumer decisions through role-playing exercises. They will learn to build positive spending habits with real-world practice examples.
To create the optimal experience, each session is limited to 100 participants.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
Explore current scams and review practical tips to better understand and identify the difference between a scam, fraud, and identity theft. Learn what to avoid, how to protect yourself, and take positive action to report incidents and file a complaint.
To create the optimal experience, each session is limited to 100 participants.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact financia[email protected] to learn more.
Wednesday, September 14 6:00 p.m. - 6:45 p.m.
Tuesday, October 18 6:00 p.m. - 6:45 p.m.
Online Live Webinar
Using the book, Joe the Monkey Saves for a Goal by John Lanza, youth will make decisions about how to spend, share, and save money. Following reading and discussion, children are encouraged to create their own save jar and to establish a financial goal.
To create the optimal experience, each session is limited to 100 participants.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
Wednesday, October 5 4:00 p.m. - 5:00 p.m.
Online Live Webinar
Explore the key differences between wants and needs and discuss opportunity costs and trade-offs. Learn to write personal checks and record transactions in a check register. Key differences and appropriate uses of debit cards, credit cards, and cash are discussed.
To create the optimal experience, each session is limited to 100 participants.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
Participate in a trivia-style game, examining concepts of budgeting, saving, sharing, borrowing, and interest and discover related financial vocabulary. Customized, focused discussion on topics will take place based on game outcome.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
SEFCU’s Institute for Financial Well-Being offers free virtual financial education courses throughout the year. Please check back for new session opportunities and visit our course pages for current webinars. To request this financial education topic for a business, organization, group or school, please visit https://www.sefcu.com/educationrequest
Online Live Webinar
Explore what it takes to be an entrepreneur by creating your own business or product concept. Learn basic banking and terms associated with savings and checking accounts. A metaphoric visioning activity is incorporated to help with future financial aspirations.
To create the optimal experience, each session is limited to 100 participants.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
Learn key terms and about the many variables that are used to calculate a credit score. Create a plan to develop positive financial habits to build a positive credit score. Discover how to maintain your credit history and keep it working favorably into your financial future.
To create the optimal experience, each session is limited to 100 participants.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
Use creativity, problem solving skills, and critical thinking to imagine a better world and expand understanding of entrepreneurship. Develop 21st Century skills such as entrepreneurship, innovation, and creativity while learning about financial concepts in an inspiring way. Make financial decisions and use a budget to create a superpowered robot that will help bring an idea to reality.
To create the optimal experience, each session is limited to 100 participants.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
SEFCU’s Institute for Financial Well-Being offers free virtual financial education courses throughout the year. Please check back for new session opportunities and visit our course pages for current webinars. To request this financial education topic for a business, organization, group or school, please visit https://www.sefcu.com/educationrequest
Online Live Webinar
Identify what it takes to become financially independent by setting S.M.A.R.T.E.R. goals, creating a written financial plan, and distinguishing between needs and wants. Explore how investing in your own personal human capital can increase the likelihood of career success. Working in teams, participants will develop a creative presentation synthesizing their knowledge of the targeted financial and goal-setting concepts and skills.
To create the optimal experience, each session is limited to 100 participants.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
SEFCU’s Institute for Financial Well-Being offers free virtual financial education courses throughout the year. Please check back for new session opportunities and visit our course pages for current webinars. To request this financial education topic for a business, organization, group or school, please visit https://www.sefcu.com/educationrequest
Online Live Webinar
Young adults participate in an energetic pricing game experience and are introduced to expenses associated with being independent and establishing a household. Learners will make comparisons and financial decisions in practical scenarios and identify trade-offs (cost savings) and opportunity costs. Themes of using credit responsibly, following a monthly budget, and cost awareness are explored to learn how to prioritize needs and wants and pursue personal financial capability.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
Tuesday, July 12 4:00 p.m. - 5:30 p.m.
Online Live WebinarFinancial decisions made today greatly impact your future. When using credit, you are spending your future income. This concept will be the backdrop while you explore managing credit responsibly, how to obtain credit, and the meaning of credit scores and credit reports.
To create the optimal experience, each session is limited to 100 participants.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
Develop sustainable short-term, mid-term, and long-term goals that fit into your timeline for living a good life. Explore research around self-determination theory and learn how happiness plays into financial well-being and S.M.A.R.T.E.R. goals to help create financial security.
To create the optimal experience, each session is limited to 100 participants.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
SEFCU’s Institute for Financial Well-Being offers free virtual financial education courses throughout the year. Please check back for new session opportunities and visit our course pages for current webinars. To request this financial education topic for a business, organization, group or school, please visit https://www.sefcu.com/educationrequest
Online Live Webinar
Integrate math, science, and technology to create opportunities for making informed decisions and to explore solving social concerns, such as hunger. Seek answers on how to feed the community through growing sustainable food. Three types of gardens, concepts of money, and making trade-offs in relationship to a budget are discussed. Work in teams, share learning experience, brainstorm, and compare various ideas based on a common theme.
To create the optimal experience, each session is limited to 100 participants.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
Participants will be exposed to key concepts about paychecks, such as: the differences between gross and net income, details on pay stub (i.e. payroll deductions, and taxes), and payroll forms such as the I-9, W-2, and W-4.
To create the optimal experience, each session is limited to 100 participants.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
Online Live Webinar
Learners create a dynamic adventure-based storyline by guiding our friend Finn through a series of spending, saving, sharing, and earning experiences. Watch the story unfold as youth practice problem-solving and critical thinking to make financial decisions while prioritizing needs and wants. Relevant math illustrations are used to visually explain the result of each scenario in the story, as decisions are made in real time by participants.
Length: 60 minutes
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
Monday, January 30th | 4:00 p.m. - 5:00 p.m.
Monday, May 22nd | 4:00 p.m. - 5:00 p.m.
Online Live Webinar
Learn to identify ways to protect personal financial information from scam artists and identity thieves. Explore the tactics used to steal an individual’s identity, information, and money. Practice resolving identity theft issues and become familiar with the steps it takes to report a scam.
To create the optimal experience, each session is limited to 100 participants.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
Monday, March 6th | 6:00 p.m. - 7:00 p.m.
Thursday, June 1st | 5:00 p.m. - 6:00 p.m.
Online Live Webinar
It can be challenging to secure your first job. Realize how to capture your talent and translate it into workplace skills to create a thoughtful résumé and find ways to create opportunities for work readiness skills. Focusing now on early employment will help improve long-term career outcomes and a sustainable financial future. Gain tips on résumé building, and useful templates as well as structuring a future savings plan.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
This course is currently available for private coordination. Please email [email protected] to learn more!
SEFCU’s Institute for Financial Well-Being offers free virtual financial education courses throughout the year. Please check back for new session opportunities and visit our course pages for current webinars.
To request this financial education topic for a business, organization, group or school, please visit https://www.sefcu.com/educationrequest
Online Live Webinar
Participants discuss making responsible financial decisions while looking at their personal aspirations in the context of how to make the world a better place. They contemplate trade-offs, emergency funds, and the importance of planning and designing a budget. Participants learn key financial concepts and form positive attitudes and behaviors that can help them become financially capable young adults.
To create the optimal experience, each session is limited to 100 participants.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
Participate in the creation and implementation of a realistic budget through a simulated experience. An occupation, income, and obligatory expenses are assigned with a spending plan. Learn to record all transactions using a spend/debit register. Debrief on personal experiences and skills acquired to create and enhance your own budget.
To create the optimal experience, each session is limited to 100 participants.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
SEFCU’s Institute for Financial Well-Being offers free virtual financial education courses throughout the year. Please check back for new session opportunities and visit our course pages for current webinars. To request this financial education topic for a business, organization, group or school, please visit https://www.sefcu.com/educationrequest
Online Live Webinar
Let's help Quinn win prizes and meet a superhero during this goal-oriented, create-your-own adventure hour! Youngsters will guide Quinn through a series of financial decisions, including budgeting money and mulling whether to start a business. Will Quinn win enough carnival games for the big prize? What consequences might Quinn face for risking money? Participants watch the story they create together unfold with different chapters each time.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
Tuesday, March 28th | 4:00 p.m. - 5:00 p.m.
Online Live Webinar
Develop an effective debt pay-down strategy. Gain an understanding for debt levels and reflect on what is considered good debt and bad debt. A basic budgeting framework is also discussed.
To create the optimal experience, each session is limited to 100 participants.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
Thursday, January 19th | 6:00 p.m. - 7:00 p.m.
Thursday, March 23rd | 12:00 p.m. - 1:00 p.m.
Online Live Webinar
Does living simply create more space and time for achieving important goals? Learn ways to enjoy savings for purpose-driven goals by making room in your budget. JJoin the Financial Well-Being team to develop fun habits to prioritize easy living that’s financially green. Explore the mindset of owning, buying, renting, and incorporating low-cost experiences into your lifestyle.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
Wednesday, March 16th | 12:00 p.m. -12:45 p.m.
Wednesday, June 14th | 5:00 p.m. - 5:45 p.m.
Online Live Webinar
Create and explore your feelings and ideas on basic financial decisions and philanthropy. Self-reflect to determine how you can share your skills and talents to make a positive impact in your community.
To create the optimal experience, each session is limited to 100 participants.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
SEFCU’s Institute for Financial Well-Being offers free virtual financial education courses throughout the year. Please check back for new session opportunities and visit our course pages for current webinars. To request this financial education topic for a business, organization, group or school, please visit https://www.sefcu.com/educationrequest
Online Live Webinar
Explore costs related to funding higher education. Navigate the financial aid process (FAFSA) and develop strategies to pay for college by evaluating current and future financial means as compared to anticipated financial commitment. Discussion on the hidden costs of college and possible financial resources available are outlined. Parents or guardians of the student who will be applying for financial aid are strongly encouraged to attend.
To create the optimal experience, each session is limited to 100 participants.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
Become familiar with several elements of home buying, such as: the roles of the realtor, home inspector, loan officer, buyer and seller. Explore the broad impact a home purchase can have on personal finances and identify financial preparation steps needed for success. Tips related to the property, the transaction, and the move, as well as advantages/disadvantages of home buying are covered.
To create the optimal experience, each session is limited to 100 participants.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
Apply a planned buying process to identify needs and wants in making an informed automobile purchase. Compare earnings to vehicle cost and identify guidelines for using debt responsibly. Evaluate loan and insurance terms, and the potential for fraud.
To create the optimal experience, each session is limited to 100 participants.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
Please choose a date and time:
Thursday, April 20th | 5:00 p.m. - 6:00 p.m.
Online Live Webinar
Refine strategies for talking with youth on how to make financial decisions that positively impact their future. These conversations can be a challenge, for all generations. Inspire young people by setting a positive tone from the start. Learn about financial checkpoints, key questions to explore together, and techniques for action-oriented discussions. Broadview’s Financial Well-Being resources offer ideas to encourage good saving and spending habits, and help young adults pursue goals and financial stability.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
Wednesday, April 12th | 12:00 p.m. - 12:45 p.m.
Online Live Webinar
Create a heart map as you explore your own passion and drive to make a positive social impact. Apply elements of math and art to make informed financial decisions while following your passion. Discuss trade-offs and budgeting and share ideas and solutions for real-world challenges.
To create the optimal experience, each session is limited to 100 participants.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
SEFCU’s Institute for Financial Well-Being offers free virtual financial education courses throughout the year. Please check back for new session opportunities and visit our course pages for current webinars. To request this financial education topic for a business, organization, group or school, please visit https://www.sefcu.com/educationrequest
Online Live Webinar
Familiarize yourself, family, or friends with the benefits of using a bank or credit union, how you can open an account, features of a checking versus a savings account, and benefits to having a personal bank account. Explore eligibility requirements, challenges that may arise when opening an account, and key questions to ask a financial institution prior to opening an account.
To create the optimal experience, each session is limited to 100 participants.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
SEFCU’s Institute for Financial Well-Being offers free virtual financial education courses throughout the year. Please check back for new session opportunities and visit our course pages for current webinars. To request this financial education topic for a business, organization, group or school, please visit https://www.sefcu.com/educationrequest
Online Live Webinar
Learn to build a budget that supports current needs and wants, along with a foundation for financial independence and future goals. Identify budget techniques and methods that work for YOU, and explore ways to manage spending and savings in relation to current income. Principles of categorized expenses, mindful spending, record-keeping, and organizing money are integrated throughout this robust discussion.
To create the optimal experience, each session is limited to 100 participants.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
Thursday, May 18th | 12:00 p.m. - 1:00 p.m.
Online Live Webinar
Planning for a secure financial future can be overwhelming. A variety of topics regarding growing, protecting, and saving funds for retirement will be discussed. Common ways to prepare for retirement are identified, along with an introduction to the basics of wills, trusts, and social security earnings. Topics will help in understanding the importance of early planning for retirement. This session is an overview and non-advisory.
To create the optimal experience, each session is limited to 100 participants.
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
Wednesday, February 22nd | 6:00 p.m. - 7:00 p.m.
Tuesday, May 2nd | 12:00 p.m. - 1:00 p.m.
Online Live Webinar
Have you thought about your creative talents and a need to find a primary source of income or generate more income? Learn about ways to capture your talent, quantify your hourly value, costs to consider, and other pivotal questions. Explore how to create clarity in the scope of work that you venture to do, building a portfolio of references, and financial variables to consider. It’s a strategy, but is it for you? Join the conversation!
This online webinar is also available for private coordination for schools, groups, businesses and community organizations. Please contact [email protected] to learn more.
The Institute is the recipient of both the national and statewide 2018 Desjardins Youth Financial Education Award (more than $1 billion asset category).
Join us in making a difference for friends and neighbors.
We’re fighting hunger with the Freight Farm, which could help grow 36,000+ heads of lettuce/year to be distributed to those in need.
Our annual Monopoly® tournament raises money for the Center for Disability Services, where people get better at life™.
Together, we’ve raised $400,000 for Big Brothers Big Sisters, creating life-changing relationships for “littles”.
My service representative went the extra mile to personally drive me to the car dealership from which I wanted to purchase my new vehicle. [This] is reflective of the service I have repeatedly experienced at SEFCU.
Elliot Easton SEFCU Member
"I love the ease having all my accounts with SEFCU. From simple transfers, bill payments, great rates, etc. SEFCU makes banking easy!”
Shirley F., SEFCU Member
"Your continuous presence promoting activities to benefit local communities reassures me that I'm banking with the right financial institution.”
Anonymous, SEFCU Member
“SEFCU providing this program to all 650 of our incoming first year students is a great blessing for us.”
Dennis McDonald - Vice President of Student Affairs, The College of Saint Rose
"This is the first time doing business with SEFCU Mortgage Services and, wow! Very impressed with the knowledgeable staff who were always available to respond to my questions, even late nights on a holiday."
Susan D., SEFCU Member
“The SEFCU Mobile App allows me to navigate my financial needs on a nurse's schedule which is no easy feat.”
Anonymous., SEFCU Member
"I dreaded this process as I have not applied for a loan in over 10 years but Kim's professional touch made this surprisingly easy."
Anne H., SEFCU Member
"Though skeptical at first, the Video Teller Machine makes for a simple and efficient way to go about my banking! Your teller is so friendly and she always remembers my name.”
Helen S., SEFCU Member
"An impressive one stop shop that took the legwork out of shopping for insurance at individual agencies."
Anonymous, SEFCU Member
My service representative went the extra mile to personally drive me to the car dealership from which I wanted to purchase my new vehicle. [This] is reflective of the service I have repeatedly experienced at SEFCU.
Elliot Easton SEFCU Member
"I love the ease having all my accounts with SEFCU. From simple transfers, bill payments, great rates, etc. SEFCU makes banking easy!”
Shirley F., SEFCU Member
"Your continuous presence promoting activities to benefit local communities reassures me that I'm banking with the right financial institution.”
Anonymous, SEFCU Member
“SEFCU providing this program to all 650 of our incoming first year students is a great blessing for us.”
Dennis McDonald - Vice President of Student Affairs, The College of Saint Rose
"This is the first time doing business with SEFCU Mortgage Services and, wow! Very impressed with the knowledgeable staff who were always available to respond to my questions, even late nights on a holiday."
Susan D., SEFCU Member
“The SEFCU Mobile App allows me to navigate my financial needs on a nurse's schedule which is no easy feat.”
Anonymous., SEFCU Member
"I dreaded this process as I have not applied for a loan in over 10 years but Kim's professional touch made this surprisingly easy."
Anne H., SEFCU Member
"Though skeptical at first, the Video Teller Machine makes for a simple and efficient way to go about my banking! Your teller is so friendly and she always remembers my name.”
Helen S., SEFCU Member
"An impressive one stop shop that took the legwork out of shopping for insurance at individual agencies."
Anonymous, SEFCU Member
Open your new SEFCU account and start taking advantage of all the benefits of SEFCU membership.