Free Seminar Series

BFSFCU offers a free financial education seminar series designed with our unique membership in mind. Seminars are hosted by BFSFCU staff members in conjunction with financial, legal, and real estate experts who provide current topical information and resources beyond the Credit Union's traditional role. Seminars run for approximately 1 hour, but can last longer depending on member participation.

Our seminars cover a variety of topics including real estate, taxation, financial planning, retirement planning, paying for college, credit scoring, vehicle purchasing, and identity theft. If there is a topic you would like to suggest for future seminars, you can send us a message using this contact form.

General Seminars


ID Theft & Fraud Awareness Sign Up
How much do you really know about identity theft?

Topics for discussion will include:
• Common Types of Scams and Fraud
• Preventing Identity Theft
• Taking Precautions
• If You Are a Victim

When: Wednesday February 27, 2019 - 12:30PM
Where: 1725 I Street, NW
4th Floor
Presenter: BFSFCU Representative
Seats Available: 8

US Income Tax & Foreign Asset Reporting for US Citizens & Green Card Holders Sign Up
Presented by The Wolf Group, topics for discussion will include:

• International organization employee taxation
• Tax-efficient investing
• Filing a joint tax return with a non-resident
• Income tax rates
• Foreign financial assets

In order to allow sufficient time for individual questions, attendance for this event will be by registration only.
When: Tuesday March 5, 2019 - 12:30PM
Where: IMF HQ1 (700 19th Street, NW)
Events Room, 1-660
Presenter: The Wolf Group
Seats Available: 21

Income Taxes for G4 Visa Holders Sign Up
Topics for discussion will include:

• Am I a resident or a nonresident for income tax purposes?
• How is the income of nonresidents (vs. residents) taxed? What should be filed and when?
• How does the U.S. capital gains tax impact nonresidents?
• How will income from my real estate in the U.S. be taxed?
• How do the new tax laws affect nonresidents? And much more.

In order to allow sufficient time for individual questions, attendance for this event will be by registration only.
When: Tuesday March 12, 2019 - 12:30PM
Where: IMF HQ1 (700 19th Street, NW) Room 1-713
Presenter: The Wolf Group
Seats Available: 72

Preparing to Pay for College Sign Up
This seminar will provide an overview of the financial aid process and the FAFSA form, resources on how to find scholarships and other steps and suggestions to best help you prepare for paying college tuition.
Information included in the seminar:
  • Student Loan limits
  • Tips on finding free money
  • FAFSA on the web worksheet
  • Financial aid application checklist
  • Sample scholarship inquiry letter
  • Student aid program summary.
When: Thursday March 14, 2019 - 12:30PM
Where: 1725 I Street, NW
4th Floor
Presenter: CU Student Choice Representative
Seats Available: 26

Estate Planning I - General Strategies Sign Up
Join us as we welcome Nicholas M. Fobe, Esq., from Verstegen & Fobe, to discuss estate planning strategies for U.S. Citizens, Permanent Residents, and G4 Visa Holders.

• Consequences of not having an Estate Plan
• Role of Estate Planning documents
• How to avoid probate
• Difference between Wills and Trusts
• How to fund trusts with US financial assets
• How to deal with foreign assets
• How to minimize Estate Administration costs

In order to allow sufficient time for individual questions, attendance for this event will be by registration only.
When: Wednesday March 20, 2019 - 12:30PM
Where: IMF HQ1 (700 19th Street, NW)
Events Room, 1-660
Presenter: Nicholas Fobe, Esq. (Verstegen & Fobe)
Seats Available: 67

Estate Planning II - Estate & Gift Taxes for G4 Sign Up
Join us as we welcome Nicholas M. Fobe, Esq., from Verstegen & Fobe, to discuss estate and gift taxes that might impact G4 Visa Holders.

• U.S. Estate and Gift Tax Planning for G-4 Visa holders and Permanent Residents
• Federal and State Estate taxes and tax rates
• Annual Gifting limits
• Pitfalls for surviving spouses
• Tax Saving and Deferral techniques through Bypass and Qualified Domestic Trusts

In order to allow sufficient time for individual questions, attendance for this event will be by registration only.
When: Tuesday March 26, 2019 - 12:30PM
Where: IMF HQ1 (700 19th Street, NW)
Events Room, 1-660
Presenter: Nicholas Fobe, Esq. (Verstegen & Fobe)
Seats Available: 72

View a listing of seminars we have hosted in the past