Credit Union Seminars
Finance at Your Fingertips
Financial Education for CU Students
Learning to save and spend wisely!
Time: 1:00pm-2:30pm
Date: TBA
Venue: World Bank Main Complex, MC Room MC2-800
Presenter: Credit Union Representatives
Registration: Required, at BFSFCU.org/seminars
Parents & students (ages 13-18) are welcome.
- How Credit Unions Are Different
- Understanding Compound Interest
- Creating a Spending Plan
- Balancing Records
- Credit Cards: Friend or Foe?
Due to limited seating, and in order to allow sufficient time for individual questions, attendance for these events will be by pre-registration only.
Car Buying Seminar
Avoid mistakes!
Time: 1:00pm-2:30pm
Date: Oct. 19, 2011
Venue: TBA
Presenter: TBA
Registration: Required, at BFSFCU.org/seminars
Looking for Some Pointers on Buying a Car? Please join us at our upcoming seminar, where Betty Whitwer from Associated Buyers Club for Discounts will be speaking about:
- Avoiding hassles during the car-buying process
- Choosing the right car
- Cutting insurance costs
- Leasing versus purchasing
- Purchasing used cars
Due to limited seating, and in order to allow sufficient time for individual questions, attendance for this event will be by pre-registration only.
Fraud Awareness Seminar
It does not only happen to others!
Time: 1:00pm-2:30pm
Date: TBA
Venue: TBA
Presenter: Credit Union Representatives
Registration: Required, at BFSFCU.org/seminars
Topics for discussion will include:
- Common Types of Scams & Fraud
- Preventing Identity Theft
- Taking Precautions
- If You Are a Victim
Due to limited seating, and in order to allow sufficient time for individual questions, attendance for these events will be by pre-registration only. If you would like to attend, please email your first and last name to seminars@bfsfcu.org.
Estate Planning Seminar
Preparing for the Future
Time: 1:00pm-3:00pm
Date: TBA
Venue: TBA
Presenter: Nicholas Fobe, Esq., from Verstegen & Fobe
Registration: Required, at BFSFCU.org/seminars
- Estate Planning through wills and trusts
- Estate and Gift Taxes for U.S. Citizens, Permanent Residents and Non-Resident Aliens
- Tax saving strategies using bypass trusts and qualified domestic trusts
Due to limited seating, and in order to allow sufficient time for individual questions, attendance for this event will be by pre-registration only.
Your Credit Score & Credit Report
Credit is more than a plastic card!
Time: 1:00pm-3:00pm
Date: Wednesday, Oct. 5, 2011
Venue: TBA
Presenter: BFSFCU Staff Members
Registration: Required, at BFSFCU.org/seminars
Credit is more than a plastic card. It's your financial trustworthiness.
Topics for discussion will include:
- Understanding Your Credit Report
- The Value of Your Credit Score
- Fixing an error
- Building a better Credit Report
- Obtaining a copy of your Credit Report
Due to limited seating, and in order to allow sufficient time for individual questions, attendance for this event will be by pre-registration only.
Home Buying Seminar
Avoid mistakes
Time: 1:00pm-3:00pm
Date: TBA
Venue: TBA
Presenter: Panel of Speakers, including a Real Estate Agent, a BFSFCU Loan Officer and a Settlement Attorney
Registration: Required, at BFSFCU.org/seminars
Topics for discussion will include:
- Deciding to Buy
- Selecting a Loan and a Realtor
- Finding a Home and Making an Offer
- Going to Closing – What to Expect
Due to limited seating, and in order to allow sufficient time for individual questions, attendance for this event will be by pre-registration only.
Home Selling Seminar
Avoid mistakes
Time: 1:00pm-2:30pm
Date: TBA
Venue: World Bank
Presenter: Credit Union Representatives
Registration: Required, at BFSFCU.org/seminars
Interested in selling your home? Your Credit Union can help.
Topics for discussion will include:
- Housing Market for District of Columbia, Maryland, and Virginia area
- The Benefits of Working with a Real Estate Agent
- Determining the Sales Price
- Enrolling with CU Realty Services, our Web based tool to assist you in selling your home
Due to limited seating, and in order to allow sufficient time for individual questions, attendance for this event will be by pre-registration only.
Tax Issues
for G-4 Visa Holders
Time: 2:00pm
Date: February 15, 2012
Venue: World Bank
Presenter: Dale Mason, International Tax Director, from The Wolf Group, PC
Registration: Required, at BFSFCU.org/seminars
Topics for discussion will include:
- US tax traps and tax planning opportunities for G-4 Visa holders
- Tax Reporting
- Tax Return Filing Issues
- US tax aspects of holding, renting and selling US real estate
- Potentially disastrous US tax and financial implications of becoming a green card holder
- and much more
Due to limited seating, and in order to allow sufficient time for individual questions, attendance for this event will be by pre-registration only.
Tax Issues
for U.S. Citizens & Green Card Holders
Time: 12:00pm
Date: February 15, 2012
Venue: World Bank
Presenter: Dale Mason, International Tax Director, from The Wolf Group, PC
Registration: Required, at BFSFCU.org/seminars
Topics for discussion will include:
- US tax traps and tax planning opportunities for United States citizens and green card holders
- Tax Reporting
- Tax Return Filing Issues
- The onerous tax and financial implications of holding foreign financial assets
- The Exit Tax - Implications of giving up your green card or US citizenship
- Updated rules for the Foreign Bank Account Report ("FBAR")
- New US tax reporting requirements for foreign financial assets
- and much more
Due to limited seating, and in order to allow sufficient time for individual questions, attendance for this event will be by pre-registration only.
Financing a College Education
How to Prepare and Pay for College
Time: 1:00pm-3:00pm
Date: Wednesday, February 29, 2011
Venue: TBA
Presenter: Melissa Hunt, VP Client Relations and Education
Registration: Required, at BFSFCU.org/seminars
An in-depth seminar providing easy-to-understand steps and suggestions to best help you prepare and pay for college. This seminar offers a wealth of updated and relevant information, including:
- 2012 loan limits
- Tips on finding free money
- FAFSA on the web worksheet
- Financial aid application checklist
- Sample scholarship inquiry letter
- Student aid program summary.
Registration for this seminar will begin on January 3rd
Due to limited seating, and in order to allow sufficient time for individual questions, attendance for these events will be by pre-registration only.
Fundamentals of Retirement Planning
Preparing for the Future
Time: 1:00pm-3:00pm
Date: Tuesday, January 24, 2012
Venue: World Bank, I Building (1850 I Street, NW) Room 2-220
Presenter: Bob Len, Managing Director, from The Wolf Group
Registration: Required, at BFSFCU.org/seminars
Bob Len, Managing Director, from The Wolf Group, PC will be speaking about:
- Keys to Saving for Retirement
- How Much to Save
- Estimating Your Retirement Needs
- Compiling Income Sources
- Investment Types
- Investment Strategies
- Tax Considerations
Due to limited seating, and in order to allow sufficient time for individual questions, attendance for this event will be by registration only. If you would like to attend, please register by January 13th.
Long Term Care Insurance
Helping You Protect Your Lifestyle and Assets
Time: 1:00pm-3:00pm
Date: Wednesday, February 8, 2012
Venue: World Bank, I Building (1850 I Street, NW) Room 2-250
Presenter: Cathy Cohen and Marcia Cohen
Registration: Required, at BFSFCU.org/seminars
Topics for discussion will include:
- Planning for the unexpected
- When do you use the benefits of a Long Term Care Policy?
- How does a Long Term Care Policy work for you and your family?
- What are the options and features of Long Term Care Plan?
- Designing an affordable Long Term Care Plan – how much could it cost?
- Question and Answer Session.
Due to limited seating, and in order to allow sufficient time for individual questions, attendance for this event will be by registration only. If you would like to attend, please register by January 31st.