Check out our upcoming seminars!
Check out our upcoming seminars and register for one today by visiting sefcu.com/seminars.
Asset Protection Strategies and Estate Planning – Albany
Wednesday, February 27, 2019 • 6 p.m. to 7:30 p.m.
Join Sheila Cervera, Certified Estate Planner, as she discusses various strategies to ensure your legacy is continued with estate planning techniques and asset protection strategies.
Medicare 101 Educational Seminar – Albany
Tuesday, March 26, 2019 • 6 p.m. to 7:30 p.m.
If you or a family member is new to the federal Medicare program it can feel confusing and frustrating at first glance. This session will help you better understand the many different parts of Medicare and what your options are when you enroll.
Certified Estate Planner, Long-Term Care Specialist
With more than 20 years of experience, Sheila is an expert in the areas of life and Long-Term Care Insurance, estate planning, and Medicare. As a specialist in asset protection and Long-Term Care Insurance, she can evaluate your unique situation, address your concerns, and help you develop a plan to achieve your long-term goals.