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.
2024 Webinars AND EVENTS
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
Registration | Recording
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
Registration | 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 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
Registration | Recording
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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Maximizing Personal Loans For Your Life Milestones
Wednesday, June 5 at 11:00 AM EST
Registration (coming soon) | Recording (coming soon)
In this engaging session, we will delve into the strategic use of personal loans to accomplish significant life goals and milestones. Our financial experts will share valuable tips and strategies for leveraging personal loans wisely, whether it's for education, home improvement, debt consolidation, or any other life-changing endeavor.
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Smart Credit Card Strategies & Usages
Tuesday, June 18 at 11:00 AM EST
Registration (coming soon) | Recording (coming soon)
In this session, our financial experts will provide valuable insights and tips on how to make the most out of your credit cards while avoiding common pitfalls. Whether you're looking to improve your credit score, optimize rewards, or simply gain a better understanding of responsible credit card usage, this webinar will cover topics such as building and maintaining good credit, selecting the right credit cards for your needs, managing debt, and harnessing the benefits of rewards programs.
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Creative Financing Solutions – Leveraging HELOC To Achieve Your Goals
Wednesday, July 17 at 11:00 AM EST
Registration (coming soon) | Recording (coming soon)
Join us for an enlightening session where we explore how a Home Equity Line of Credit (HELOC) can be a versatile tool to help you achieve your financial goals. Our experts will walk you through the ins and outs of HELOC, including its benefits, applications, and strategies for leveraging it effectively.
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Navigating Your IDB Pension
Wednesday, August 21 at 11:00 AM EST
Registration (coming soon) | Recording (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 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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Hispanic Heritage Month -- Latinos Impact The Us Economy And Improving Hispanic Financial Wellbeing
Wednesday, September 18 at 11:00 AM EST
Registration (coming soon) | Recording (coming soon)
Whether you're looking to enhance your own financial knowledge or support the financial empowerment of the Hispanic community, this webinar is a unique opportunity to learn, engage, and celebrate. Join us and be part of the conversation that highlights the vital role Latinos play in shaping the US economy and working towards a brighter financial future for all.
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Cybersecurity Awareness Month – How To Protect Yourself From Scammers
Wednesday, October 9 at 11:00 AM EST
Registration (coming soon) | Recording (coming soon)
During Cybersecurity Awareness Month, our IT and Fraud Departments will share everything you need to know to protect yourself, your identity, and your assets against cyber scams.
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Want To Start Investing In Real Estate? Here Is How You Can Get Started.
Wednesday, November 6 at 11:00 AM EST
Registration (coming soon) | Recording (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.