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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2023 Webinars
Topics, dates and times are subject to change.
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January 25, 2023 at 2:00PM EST – Benefits of Home Equity Lines of Credit, Refinancing, and Cash-Out Refinancing
Registration | Video Recording
Home Equity Lines of Credit, Refinancing, and Cash-Out Refinancing have varying benefits and usages. Many factors go into deciding which type of home equity or loan product is best for you, including amount of equity, funds needed, re-payment timeline, and more! Regardless of the route you take, each loan has benefits that can help you accomplish your various goals, whether it be home renovations, purchasing a second home, or using the funds however you and your family desire! Our lending team will share the benefits and important information you should know about each option.
February 22, 2023 at 2:00PM EST – Your Guide To Estate Planning, Part 1
Registration | Video Recording
Part 1 of an informative and interactive series that discusses estate planning, including probate, estate and inheritance taxes, and advance medical directives. Our expert will explain the basic documents that you need to make sure your wishes are carried out.
March 1, 2023 at 11:00AM EST – Income Taxation for U.S. Citizens & Green Card Holders
Registration | Video Recording
This informative session reviews important IRS tax rules and the changes to the tax law for 2022 tax returns for U.S. citizens and green card holders, and provides the 411 on tax savings ideas. Don't miss out!
March 6, 2023 at 3:00PM EST– Want To Buy a House In 2023? Here's What You Need to Do Now!
Registration | Video Recording
Buying a house takes some planning and preparation! If you want to buy a house in 2023, tune in to our webinar to hear from our Chief Lending Officer and Real Estate partner and learn everything you need to know to make sure you’re prepared and ready for the big transaction!
March 8, 2023 at 11:00AM EST– Income Taxation For G-4 Visa Holders
Registration | Video Recording
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 need to report investment income.
March 15, 2023 at 2:00PM EST– Your Guide To Estate Planning, Part 2
Registration | Video Recording
Part 2 of our informative and interactive series will discuss in depth details around estate planning, including probate, estate and inheritance taxes, and advance medical directives.
April 5, 2023 at 2:00PM EST – Tips on How to Sell your Home During an Everchanging Housing Market
Registration (Coming Soon) | Video Recording (Coming Soon)
Every seller’s goal is to sell their home fast and at the best price. However, in a buyer’s market, selling a house can be challenging. In this webinar, our real estate partner will share best practices for how to work with an agent to sell your house fast during a slower market.
June 15, 2023 at 2:00PM EST – World Elder Abuse Awareness Day: Protecting Seniors from Financial Exploitation
Registration (Coming Soon) | Video Recording (Coming Soon)
Seniors and the elderly are especially susceptible to financial exploitation and scams. Our partner at the FBI shares ways you can protect yourself and your loved ones to prevent fraud against seniors and recover lost assets.
June 28, 2023 at 11:00AM EST – Using the Credit Union Tools and Technology for Efficient Banking Practices
Registration (Coming Soon) | Video Recording (Coming Soon)
Our IDB Tools and Technologies are constantly evolving to better serve you. Our IT and operations team shares the latest Credit Union tech!
July 19, 2023 at 2:00PM EST – Navigating Your IDB Pension
Registration (Coming Soon) | Video Recording (Coming Soon)
Your IDB pension plan is designed to provide you with a steady stream of income once you retire. Learn all about your pension benefits, including what you can do during your years of employment, preparing and planning how to budget your IDB pension, and what to do when you’re ready to retire.
August 2, 2023 at 11:00AM EST – What You Need to Know to Buy an Investment Property in the U.S.
Registration (Coming Soon) | Video Recording (Coming Soon)
Whether you're looking for an investment property or a vacation home, owning a second property is a great investment with big rewards. Join this webinar and hear our IDB Global Federal Credit Union Lending team share the steps and information you need to know to acquire additional properties.
August 23, 2023 at 2PM EST – Teaching Children Good Financial Habits
Registration (Coming Soon) | Video Recording (Coming Soon)
Teaching your kids about money is something you should consider doing from a very early age. Our partners share ways you can instill in your child good attitudes about working, earning, saving, and investing.
September 13, 2023 at 11:00AM EST – Financial Planning for Major Life Moments.
Registration (Coming Soon) | Video Recording (Coming Soon)
Hosted by our partners, this webinar will discuss some key strategies for managing your finances during major life events. Family milestones— such as getting married or having a child— are important parts of life and may have an impact on your financial health. It’s crucial to plan ahead for these big moments to be sure that they won’t derail your financial goals.
October 4, 2023 at 11:00AM EST – Cybersecurity Awareness Month – How to Protect Yourself from Scammers
Registration (Coming Soon) | Video Recording (Coming Soon)
During Cybersecurity Awareness Month, our FBI partner will share everything you need to know to protect yourself, your identity, and your assets against cyber scams.
November 8, 2023 at 11:00AM EST – Tax, Financial And Retirement Planning for G-4 Visa Holders
Registration (Coming Soon) | Video Recording (Coming Soon)
An engaging presentation on the unique tax and financial challenges G-4 visa holders face when planning their financial futures, including retirement. Learn about tax and investment planning, as well as college and long-term care planning. Especially interesting to IDB Staff Retirement Plan participants.
December 13, 2023 at 2:00PM EST – An Economic outlook and Investment Opportunities in 2024
Registration (Coming Soon) | Video Recording (Coming Soon)
Our partners of economics/financial planners will give you an analysis and forecast of 2024 economic and financial developments. Additionally, they will share economic opportunities and investment types that you can invest in, including their characteristics, risks and benefits.