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!
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2025 Webinars
Taxation For G4 Visa Holders
Tuesday, March 11 at 11:00 a.m. EST
Registration coming soon!
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
Wednesday, March 12 at 11:00 a.m. EST
Registration coming soon!
This informative session reviews important IRS tax rules and the changes to the tax law for 2024 tax returns for U.S. citizens and green card holders and provides the 411 on tax savings ideas.
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Bereavement & Pension Guidance: Steps for Beneficiaries After a Loved One's Passing
(Presented in Spanish)
Wednesday, April 2 at 11:00 a.m. EST
Registration coming soon!
Your IDB pension plan is designed to provide a steady income stream once you retire. In partnership with the IDB Retirees' Association, take this opportunity to gather important information and make informed decisions about your pension during a time of loss. Take a proactive step toward securing your financial future and that of your loved ones.
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Your Guide to Estate Planning, Part I
Tuesday, April 29 at 11:00 a.m. EST
Registration coming soon!
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 essential documents should everyone have?
- Are health directives and powers of attorney important?
- When is probate advisable, and when should it be avoided?
- Should a living trust or revocable trust be included in the estate plan?
- How do trusts operate during life, incapacity, and after death?
- Should foreign assets be included in your will?
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Your Guide to Estate Planning, Part II
Wednesday, April 30 at 11:00 a.m. EST
Registration coming soon!
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.
- Estate tax exemptions in Maryland, DC, and Virginia.
- When should gifts be reported, and is it possible to defer taxes until death?
- What is portability, and which states allow it?
- Special rules for U.S. citizens, Green Card holders, and G-4 Visa holders.
- How can you prevent a surviving spouse from using all your assets for a new spouse?
- How can a non-citizen surviving spouse defer estate taxes?
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How to Avoid Scams During Summer Season
Tuesday, June 24 at 11:00 a.m. EST
Registration coming soon!
IDB Global Federal Credit Union will host a webinar providing essential tips on recognizing and preventing common scams during the summer season. Topics will include 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 provide guidance on where to report fraud, scams, and identity theft.
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Bereavement & Pension Guidance: Steps for Beneficiaries After a Loved One's Passing
Wednesday, September 17 at 11:00 a.m. EST
Registration coming soon!
Your IDB pension plan is designed to provide a steady income stream once you retire. In partnership with the IDB Retirees' Association, take this opportunity to gather important information and make informed decisions about your pension during a time of loss. Take a proactive step toward securing your financial future and that of your loved ones.
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Cybersecurity in Financial Services: How Institutions and Their Members Can Work Together
Wednesday, October 22 at 11:00 a.m. EST
Registration coming soon!
IDB Global Credit Union will sponsor this exclusive webinar focused on cybersecurity in financial services. In this session, we will cover the best practices for protecting both institutions and their members from digital threats. Don’t miss the opportunity to learn how we can collaborate to strengthen financial security in today’s digital world.
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Investing in Real Estate for Passive Income: Your Guide to Long-Term Wealth
Wednesday, November 19 at 11:00 a.m. EST
Registration coming soon!
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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