Webinars and Events
We can help you make important financial decisions on everything, from Insurance to Mortgages.
Discover all the webinars and events that we have planned for you! Book a one-on-one counselling session or attend our educational webinars on investments, credit, taxes, real estate and much more!
Don't have time to watch live?
No worries! Catch our On-Demand Webinars and watch on your own time, at your own pace.
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2024 Webinars
Topics, dates and times are subject to change.
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What To Expect For The 2024 Housing Market
Monday, February 26 at 11:00 AM EST
Are you curious about the direction of the housing market in 2024? Join us for an informative and insightful webinar where we will delve into the key trends, factors, and predictions that will shape the real estate landscape in the coming year.
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Taxation For G4 Visa Holders
Wednesday, March 6 at 11:00 AM EST
Wondering if you need to file taxes as a G-4 visa holder? Learn about tax and financial solutions available to G-4’s who may need to report certain types of income.
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Taxation For US Citizens And Green Card Holders
Thursday, March 7 at 1:00 PM EST
This informative session reviews important IRS tax rules and the changes to the tax law for 2023 tax returns for U.S. citizens and green card holders, and provides the 411 on tax savings ideas. Don't miss out!
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Your Guide to Estate Planning, Part I
Tuesday, April 9 at 10:00 AM EST
Part I of our series will explain the basic information you need to ensure your wishes are carried out and what your family should do in the event of your passing. We will discuss in-depth details around estate planning, including probate, and advance medical directives. Topics covered include:
- What are the essential documents everyone should have?
- Are health directives and powers of attorney important?
- When is probate a good idea, and when should it be avoided?
- Should a living trust or a revocable trust be included in the plan?
- How do trusts work during life, incapacity, and death?
- Should foreign assets be included in your will?
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Your Guide to Estate Planning, Part II
Wednesday, April 10 at 10:00 AM EST
Part II of our informative and interactive series will discuss in-depth details around estate planning as well as estate and inheritance taxes. Our expert will explain:
- Federal Estate and Gift tax exemptions.
- Maryland, DC, and Virginia estate tax exemptions.
- When should gifts be reported, and can taxes be deferred until death?
- What is Portability, and which States allow it?
- Special rules for US citizens, Green Card and G-4 Visa holders.
- How to prevent a surviving spouse from using all your assets for a new spouse.
- How can a non-citizen surviving spouse defer paying estate taxes?
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How to Inform the IDB Financial Institutions When a Loved One Passes
Thursday, April 11 at 10:00 AM EST
The last part of this webinar series will share important information to help you understand what to do when a loved one passes. This includes what steps to take with the Bank when an IDB Retiree/Employee passes away and how to report their passing to IDB Global Federal Credit Union if they have an account at the Credit Union.
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Investing in Real Estate for Passive Income: Your Guide to Long-Term Wealth
Thursday, October 17 at 11:00 AM EST
Are you eager to begin your real estate investment journey but not sure where to start? Join us for a dynamic webinar, "Want to Start Investing in Real Estate? Here's How You Can Get Started." In this informative session, seasoned real estate experts will guide you through the essential steps, strategies, and insights needed to embark on your real estate investment adventure.
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IDB Pension Guide: Steps for Beneficiaries After a Loved One's Passing
Wednesday, November 20 at 11:00 AM EST
Your IDB pension plan is designed to provide a steady income stream once you retire. In partnership with the IDB Retirees' Association, take advantage of this opportunity to gather the information you need to make informed decisions about your pension. Please register for our informative webinar today and take a proactive step toward securing your financial future.
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How to Avoid Scams This Holiday Season
Wednesday, December 11 at 11:00 AM EST
The IDB Global Federal Credit Union will host a webinar featuring the Consumer Financial Protection Bureau’s Office for Older Americans (CFPB), which will provide essential tips for recognizing and preventing common scams during the holiday season. This includes discussions on romance scams, imposter scams, fake charity scams, and online shopping scams, along with sharing recent statistics about these threats. Additionally, the webinar will offer advice on protecting yourself from identity theft and guide you on where to report fraud, scams, and identity theft. To further assist, CFPB will highlight free resources to help you, and your loved ones stay safe from scams.