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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2022 Webinars
Topics, dates and times are subject to change.
Wednesday, February 9, 2022 at 12:00 p.m. 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 2021 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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Wednesday, March 9, 2022 | Navigating Financial Goals During Major Life Milestones
Registration | Video Recording
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.
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Wednesday, March 16, 2022 | 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.
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Wednesday, April 6, 2022 | The State of Cryptocurrency
Registration | Video Recording
Learn about new forms of currency and how to build a portfolio for the future of money. Our speakers will give you the knowledge, insights, and required information for beginners and active traders to make informed decisions that best align with their investment goals.
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Wednesday, April 13, 2022 | 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.
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Monday, April 25, 2022 | How to inform the IDB Financial Institutions When a Loved One Passes - Webinar will take place in Spanish
Registration | Video Recording
It can be challenging to know where to begin when you're handling a loved one's financial affairs. Dealing with finances can feel overwhelming. We are here to make the process of transitioning accounts as simple as possible. The last part of this webinar series will share important information to help you understand what to do when a loved one passes, including: 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 should they have an account at the Credit Union.
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Wednesday, May 11, 2022 | 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.
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Thursday, July 21, 2022 | Home Buying & Selling Webinar For First Time Buyers
Registration | Video Recording
Ready to buy or sell your first home? Our experts will share valuable tips on how to navigate the process - stress-free! We'll even show you how to get cash rebates with our SmartMove® program.
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Wednesday, September 14, 2022 | Navigating The Ins And Outs Of Equity And Fixed Income Investing
Registration | Video Recording
An insights-packed hour on developing the right investment plan for your goals, timeline and risk tolerance.
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Tuesday, October 18, 2022 | How to Avoid Falling Victim to Fraud
Registration | Video Recording
Social engineering is a term that encompasses a broad spectrum of malicious activity. If you have fallen victim to social engineering tactics or want to know more about how to avoid them, our partner at the FBI shares ways you can protect yourself to prevent further fraud and recover lost assets.
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Wednesday, November 16, 2022 | Retirement Income Planning
Registration | Recording Not Available
As the baby boomer generation enters and nears retirement, they will cross a threshold to a time when they can rely on their accumulated assets. This webinar will cover how to efficiently grow and distribute the savings they have accumulated over the years.
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Wednesday, November 30, 2022 | Investment Property, Vacation Home
Registration | 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.
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Wednesday, December 7, 2022 | 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.
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Wednesday, December 14, 2022 | Fraud Protection Around The Holidays
Registration (coming soon) | Video Recording (coming soon)
Scammers are more likely to target honest people during the holidays. Our FBI partners share tips and actions you can take to protect yourself and your financials this holiday season.