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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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7/11/2016

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

Many people assume a will or trust ensures their assets will be efficiently transferred to their intended heirs. However, without 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 Niskayuna branch
3200 Balltown Road                         
Schenectady, NY 12304

5:30 p.m.

Click here to reserve your seat today!


7/13/2016

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

Many people assume a will or trust ensures their assets will be efficiently transferred to their intended heirs. However, without 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 Guilderland branch
2114 Western Avenue
Albany, NY 12084

5:30 p.m.

Click here to reserve your seat today!


7/14/2016

Beneficiary Planning: Don’t Leave Your Legacy to Chance!* - East Greenbush

Many people assume a will or trust ensures their assets will be efficiently transferred to their intended heirs. However, without 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 East Greenbush branch
120 Troy Rd., Rt. 4
East Greenbush, NY 12061

5:30 p.m.

Click here to reserve your seat today!


7/19/2016

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

Many people assume a will or trust ensures their assets will be efficiently transferred to their intended heirs. However, without 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 Wilton branch
7 Lowes Drive
Saratoga Springs, NY 12866

5:30 p.m.

Click here to reserve your seat today!

7/28/2016

Making Your Nest Egg Last: Strategies for Sustainable Income in Retirement * - Albany

The risks for retirees are well-known — but you may find some of the specifics interesting, perhaps even startling. As your retirement date approaches, it’s important to explore what these risks might mean to you and how you might address them.

Location:

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

5:30 p.m.

Click here to reserve your seat today!


8/3/2016

Understanding Reverse Mortgages - Cicero

Home Equity Conversion Mortgages (HECMs), also known as Reverse Mortages, help Americans age 62 and older convert a portion of their home's equity into tax-free funds. Reverse Mortgages are insured by the Federal Housing Administration and allow seniors to age in place and achieve retirement security. Our seminar will discuss common scenarios to take advantage of a Reverse Mortgage, the pay out options, closing costs, and the new guidelines put in place by HUD to strengthen the program and protect the borrower.

Location:

SEFCU’s Cicero branch
8086 Brewerton Road
Cicero, NY 12206

10:30 a.m. - 12 p.m.

Click here to reserve your seat today!


8/16/2016

Pension Maximization - Albany

Planning on retiring? Learn how to maximize your pension and protect your loved ones with the use of life insurance.

Location:

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

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

Click here to reserve your seat today!


8/23/2016

Teens and Money - Albany

In this session, teens will learn the importance of budgeting, organizing bill payments, and setting financial goals.

Location:

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

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

Click here to reserve your seat today!


8/24/2016

Building a Strong Financial Future: Strategies for Age 45 to Retirement* - Albany

Join us as we discuss retirement savings needs, how to estimate Social Security benefits, and the impact of inflation. We will also focus on different asset allocation strategies as well as estate planning considerations and new tax rules.

Location:

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

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

Click here to reserve your seat today!


9/13/2016

Protecting Your Assets from Nursing Homes - Albany

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

Location:

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

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

Click here to reserve your seat today!


9/21/2016

Alternative Solutions to Long-Term Care - Cicero

 Join Sheila Cervera, certified long-term care specialist and Susan Suben from Long-Term Care Associates, Inc., 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
Cicero, NY 12206

10:30 a.m. - 12 p.m.

Click here to reserve your seat today!


9/29/2016

Are You Social Security Savvy?* - Albany

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

Location:

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

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

Click here to reserve your seat today!