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Seminar Calendar

Seminar Calendar

SEFCU offers free educational seminars on a wide range of topics including college and estate planning, identity theft, long-term care planning, and much more. Check out our upcoming seminars below and register for one today!

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5/12/2015

Are You Social Security Savvy?* - East Greenbush

When it comes to retirement income, Social Security plays an important role. Join us for this comprehensive seminar and insurance sales presentation to learn more about the ins and outs of Social Security and preparing for retirement.

Together, we’ll explore:
• Social Security’s history, financing, and the program’s long-term outlook
• The Social Security benefit rules you need to know
• Retirement income strategies designed to help integrate Social Security benefits with other sources of retirement income

Location:
SEFCU's East Greenbush branch
120 Troy Road, Route 4
East Greenbush, NY 12061
Directions to this location can be found here.

5:30 p.m.

Click here to reserve your seat today!

Maximizing Wealth Transfer Strategies - Capital Region

Are you passing on your estate with the least amount of taxes? Are you maximizing your required minimum distributions from your IRA? What are the advantages of converting to a Roth IRA? Find out the answers to these questions and many more from Christopher Zeitler, CPA from Zeitler and Zeitler CPAs, and Bill Pfeiffer, elder law and estate planning attorney with Girvin and Ferlazzo Law Firm.

Location:
SEFCU
Dora Maxwell Auditorium
700 Patroon Creek Boulevard
Albany, NY 12206
Directions to this location can be found here.

6:00 p.m.

Click here to reserve your seat today!


5/13/2015

Are You Social Security Savvy?* - Latham

When it comes to retirement income, Social Security plays an important role. Join us for this comprehensive seminar and insurance sales presentation to learn more about the ins and outs of Social Security and preparing for retirement.

Together, we’ll explore:
• Social Security’s history, financing, and the program’s long-term outlook
• The Social Security benefit rules you need to know
• Retirement income strategies designed to help integrate Social Security benefits with other sources of retirement income

Location:
SEFCU's Latham branch
935 New Loudon Road
Latham, NY 12110
Directions to this location can be found here.

5:30 p.m.

Click here to reserve your seat today!

Home and Auto Insurance 101 - Syracuse (Cancelled)

This seminar has been cancelled. We apologize for any inconvenience this may cause.

Take the mystery out of the insurance-buying process by attending this seminar to find out what questions you should ask when getting quotes for your home or auto insurance.

Location:
SEFCU's Midler branch
107 Simon Drive
Syracuse, NY 13224
Directions to this location can be found here.

6:00 p.m.


5/20/2015

Are You Social Security Savvy?* - Niskayuna

When it comes to retirement income, Social Security plays an important role. Join us for this comprehensive seminar and insurance sales presentation to learn more about the ins and outs of Social Security and preparing for retirement.

Together, we’ll explore:
• Social Security’s history, financing, and the program’s long-term outlook
• The Social Security benefit rules you need to know
• Retirement income strategies designed to help integrate Social Security benefits with other sources of retirement income

Location:
SEFCU's Niskayuna branch
3200 Balltown Road
Schenectady, NY 12304
Directions to this location can be found here.

5:30 p.m.

Click here to reserve your seat today!

Protect Your Income and Your Financial Future* - Guilderland

What's your plan if you got hurt and couldn't work for six months? How would you pay your bills or care for your family? Protecting your income is an important part of any financial plan. Come learn how SEFCU Wealth Management Services can help protect your income and financial future with a personalized financial plan and the use of disability insurance.

Location:
SEFCU's Guilderland branch
2114 Western Avenue
Albany, NY 12084
Directions to this location can be found here.

6:00 p.m.

Click here to reserve your seat today!


5/27/2015

Protect Your Income and Your Financial Future* - Troy

What's your plan if you got hurt and couldn't work for six months? How would you pay your bills or care for your family? Protecting your income is an important part of any financial plan. Come learn how SEFCU Wealth Management Services can help protect your income and financial future with a personalized financial plan and the use of disability insurance.

Location:
SEFCU's Troy branch
65 Vandenburgh Avenue
Troy, NY 12180
Directions to this location can be found here.

5:30 p.m.

Click here to reserve your seat today!

From Intern to Entrepreneur: How to Launch a Business While Helping Others - Capital Region

In this interactive talk, Robert Braathe of Braathe Enterprises will share how to assist others in launching a business with limited capital and putting together a board of advisors.

Location:
SEFCU
Dora Maxwell Auditorium
700 Patroon Creek Boulevard
Albany, NY 12206
Directions to this location can be found here.

6:00 p.m.

Click here to reserve your seat today!


6/3/2015

Protecting Your Assets from Nursing Homes - Capital Region (Closed)

This seminar is at capacity. We apologize for any inconvenience this may cause.

You have worked your entire life to accumulate your assets so find out how you can protect them against the high costs of health care. Join James LeBrou and Terry Griesmer from the Rowlands and LeBrou Law Firm and find out how you can protect everything you worked so hard to earn.

Location:
SEFCU
Dora Maxwell Auditorium
700 Patroon Creek Boulevard
Albany, NY 12206
Directions to this location can be found here.

6:00 p.m.


6/10/2015

Protecting Yourself from Identity Theft - Capital Region

Hear about common scams and get tips about what you can do to make sure you don’t become a victim of identity theft.

Location:
SEFCU
Dora Maxwell Auditorium
700 Patroon Creek Boulevard
Albany, NY 12206
Directions to this location can be found here.

6:00 p.m.

Click here to reserve your seat today!