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! 

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 Time Location
4/23/19 6 pm TBD
4/25/19 6 pm TBD

For more information or to register, please contact Margaret O’Connor, Mortgage Specialist, at 914-686-0220, ext.6101 or e-mail her at

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.

Educational Workshops

What Baby Boomers Need to Know to Maximize Retirement Income comprises two complimentary educational workshops that that will help with financial decisions related to nearing the retirement years. Both workshops run from 60 to 90 minutes. 

‘Savvy Social Security Planning’ will help attendees understand the role Social Security will play in their financial future. ‘Savvy IRA Planning for Baby Boomers’ will help participants save taxes and get more out of their IRAs.

The workshops are presented by Richard Jeffreys, CFP, Investment Advisor Representative. Learn more about our next workshop. 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
3/12/19: 6:30 pm Social Security Saugerties Branch UFS031219
3/21/19: 6:30 pm IRA Planning Saugerties Branch UFS032119
4/2/19: 6:30 pm Social Security New Paltz Branch UFS040219
4/11/19: 6:30 pm IRA Planning New Paltz Branch UFS041119
5/7/19: 6:30 pm Social Security Schwenk Dr, Kingston Branch UFS050719
5/16/19: 6:30 pm IRA Planning Schwenk Dr, Kingston Branch UFS051619
9/7/19: 6:30 pm Social Security Schwenk Dr, Kingston Branch UFS090719
9/26/19: 6:30 pm IRA Planning Schwenk Dr, Kingston Branch UFS092619

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.)

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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