Workshops and Seminars

Homebuyer Seminars

Purchasing a home, especially your first one, can seem daunting ... but with preparation and guidance, the process can be much less intimidating. At our Homebuyer Seminars, our mortgage specialists will use their experience and local market knowledge to guide you through the mortgage process, from application through closing. You may be eligible for a $750 Home Buyer Credit* just for attending!

Seminar attendees will learn key home buying tips and information, including:

  • Steps in getting pre-qualified 
  • Credit scores and why they are important 
  • Documentation needed to apply
  • Low down payment options 
  • Choosing the right lender 
  • What to expect during the buying proces

2019 Homebuyer Seminars

Date Location Time Promo Code
           
         

Homebuyer Seminar Registration

Thank you for your interest in our homebuyer seminar. Please fill out the registration form below. (NOTE: A registration form will need to be completed for each individual attendee.)

Seminar Registration
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Fair Lending/Fair Housing Statement

Ulster Savings Bank is committed to making high quality banking and credit services available to all applicants consistently and in compliance with fair lending and fair housing laws and within the confines of safe and sound banking practices. Ulster Savings Bank believes that its commitment to fair lending and fair housing is a good business practice as well as a basic responsibility of the company. The Bank’s success at serving a wide range of consumer and business customers is essential to the economic welfare of the community in which it conducts business and to the continued growth and vitality of the company.

*Receive a $750 coupon good towards borrower’s choice of closing costs, down payment, or post-closing assistance, in accordance with the loan program selected and that program’s eligibility requirements. Customer pays for all other fees and services. Eligible mortgages include owner-occupied purchases and second homes. Not valid for refinances, home equity products, construction loans, or mortgage applications received prior to date of seminar on certificate. Offer may not be combined with any other offers or discounts unless otherwise noted. This offer expires on December 31, 2022. Limit one (1) per loan transaction. Certain conditions apply.

Educational Workshops

Thinking about retiring? Learn how to maximize your retirement income in our complimentary educational workshop that that will help with financial decisions related to nearing the retirement years. The workshop runs from 60 to 90 minutes. 

‘Savvy Social Security Planning’ will help you understand the role Social Security will play in your financial future.

The workshop is presented by Richard Jeffreys, CFP, Investment Advisor Representative. For more information or to register, please call Tina Tinnie at 845-338-6322, ext. 3352.

Workshop Calendar

Thank you for your interest in our informational workshops. Please review the calendar below and if you’d like to sign up for an upcoming workshop, it’s easy – just use our Workshop Registration Form below.

Date & Time Workshop Location Promo Code
       
       

Social Security Workshop Registration

Thank you for your interest in our informational workshop. Please fill out the registration form below. (NOTE: A registration form will need to be completed for each individual attendee.)

Workshop Registration
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Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May Lose Value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. 

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Advisory Services Agreement and disclosure brochure as provided. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investment Services, nor any of its representatives may give legal or tax advice. FINRA Registered Branch: 180 Schwenk Drive, Kingston, NY 12401

View Cetera Investment Services’ privacy policy and other important information.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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