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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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9/9/2015

Medicare Advantage Plans and Long-Term Care Planning - Capital Region

Are you turning 65 and need to choose a Medicare Advantage Plan? Gearing up for open enrollment and want to learn more? Join Vicki Beyer, Nevin's Insurance Agency director of sales and marketing, and Sheila Cervera, SEFCU certified long-term care specialist, to learn the ins and outs of Medicare Advantage Plans and Long-Term Care Planning.

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!


9/16/2015

Are you Social Security Savvy?* - Capital Region

When it comes to retirement income, Social Security plays an important role. Find out how you can maximize your Social Security benefits, learn the benefit rules you need to know, and more at this seminar.

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
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!

Alternative Solutions to Long-Term Care Planning - Syracuse

Join Sheila Cervera, SEFCU certified long-term care specialist, to review new planning options for long-term care expenses and decide what is best for you and your family.

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

6:00 p.m.

Click here to reserve your seat today!

Women, Power, and Money Workshop* - Wilton

Learn how to empower your hidden financial personality.

  • Learn why you need a financial strategy
  • Understand “who you are” financially including the five financial personality types, life-defining events, and the "Sandwich Generation"
  • Benefits whether or not you need long-term care

Register now and take control of your financial future.

Location:
SEFCU's Wilton branch
7 Lowes Boulevard
Saratoga Springs, NY 12866
Directions to this location can be found here.

6:00 p.m.

Click here to reserve your seat today!

9/17/2015

Business Series: QuickBooks 101 (three-part series)

QuickBooks™ is the leading accounting software utilized by small business owners across the country. The QuickBooks 101 series, offered by the NYS Small Business Development Center, is designed to assist new users of the software already installed. In order to follow along with all in-class exercises and demonstrations, use of QuickBooks Pro or higher is encourage.

Session 1: Getting Started and Setup
Thursday, September 17 from 8 a.m. to 11 a.m.
Basic functions of QuickBooks software, basic accounting principles, and understanding the importance of lists in QuickBooks

Session 2: Working with Accounts and Entering Transactions
Thursday, September 24 from 8 a.m. to 11 a.m.
Setting up bank accounts, recording sales, recording deposits, entering and paying bills and expenses

Session 3: Generating Financial Reports, Tracking Payables and Receivables
Thursday, October 1 from 8 a.m. to 11 a.m.
Overview of reports, using QuickBooks to track and pay vendors, invoice time, and track customer receivables

Cost is $99 for all three sessions, payable by check at the first session. When you register you are enrolling in all three sessions and it is strongly recommended that you attend all three for maximum benefit. Reservations are required.

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

Click here to reserve your seat today!

Women, Power, and Money Workshop* - Patroon Creek

Learn how to empower your hidden financial personality.

  • Learn why you need a financial strategy
  • Understand “who you are” financially including the five financial personality types, life-defining events, and the "Sandwich Generation"
  • Benefits whether or not you need long-term care

Register now and take control of your financial future.

Location:
SEFCU's 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!

9/22/2015

Beneficiary Planning: Don’t Leave Your Legacy to Chance!* - Hoosick Road

Many people assume a will or trust ensures their assets will be efficiently transferred to their intended heirs. However, without careful beneficiary planning, even the most carefully crafted estate plans can go awry – possibly triggering significant taxes and reducing the amount your beneficiaries receive.

Join us as we discuss the basics of beneficiary planning and what you can do to ensure your assets wind up exactly where you wish.

Location:
SEFCU's Hoosick Road branch
256 Hoosick Road
Troy, NY 12180
Directions to this location can be found here.

10:00 a.m.

Click here to reserve your seat today!

9/30/2015

Are You Social Security Savvy? * - State Street

When it comes to retirement income, Social Security plays an important role. Find out how you can maximize your Social Security benefits, learn the benefit rules you need to know, and more at this seminar.

Please join us in this educational seminar as we discuss these options and more.

Location:
SEFCU's State Street branch
110 State Street
Albany, NY 12207
Directions to this location can be found here.

12:00 p.m.

Click here to reserve your seat today!

3 Things You Might Not Know About Long-Term Care* - Slingerlands

Learn more about long-term care at this seminar including:
• The importance of planning for your potential long-term care needs
• What is the right age to buy
• How long-term care insurance can help protect your assets and your future

Take the first step toward securing your future by calling to reserve your place today.

Location:
SEFCU's Vista branch
12 Vista Boulevard
Slingerlands, NY 12159
Directions to this location can be found here.

5:30 p.m.

Click here to reserve your seat today!

Alternative Solutions to Long-Term Care Planning - Binghamton

Join Sheila Cervera, SEFCU certified long-term care specialist, to review new planning options for long-term care expenses and decide what is best for you and your family.

Location:
SEFCU's Kirkwood branch
4 Crescent Drive
Kirkwood, NY 13795
Directions to this location can be found here.

6:00 p.m.

Click here to reserve your seat today!

Owning Your Own Financial Future: Six Ways Women Can Take Control of What’s Ahead* - Patroon Creek

Today, women are earning more money, making more financial decisions, and planning for the future. Join us while we explore six potential financial scenarios that affect women and learn how you can take action.

Location:
SEFCU's 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!