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Educational Events

Educational Events

UFCU seminars and events are built upon four pillars of financial health, designed to help you at every stage of your journey: spending, saving, borrowing, and planning.

Jul
15

Estate Planning Basics and Passing Assets Successfully Webinar

Many people believe that estate planning is only for the wealthy. Nothing could be further from the truth. This webinar will help you and your family understand basic techniques to become better prepared for life’s unexpected events.

You’ll learn about wills, trusts, powers of attorney, gifting, and other important estate planning tools. We hope you’ll join host CFS* Financial Advisor Jonathan Sheets in an exploration of this vital topic, presented by Estate Planning attorney Doug Paul with McGinnis Lochridge and Senior Regional Vice President Michelle Webb of Western Southern Financial Group. 

This seminar supports the financial health pillar of planning.

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union Members. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC. CFS does not provide tax or legal advice. For such guidance, please consult a qualified tax and/or legal advisor.

DATE:
TIME:
DURATION:
July 15, 2020
6:00 PM
1 Hour
Location Map
DATE:
TIME:
DURATION:
LOCATION:
July 15, 2020
6:00 PM
1 Hour
Online Webinar
PO Box 9350
Austin, TX 78766-9350
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Jul
20

Teacher Retirement System (TRS) 101 Webinar

It's important for you to understand your retirement options. At UFCU, we want to help our members reach their financial goals. In this webinar, we'll explore your options for reaching your financial goals when you retire with TRS benefits. In this webinar, we’ll cover the following topics:

  • TRS Rules
  • TRS Pension Calculation and Survivor Benefit Options
  • Partial Lump Sum Option (PLSO)
  • Creating a Retirement Income Plan that includes your TRS benefits.
  • Voluntary Retirement Plans
  • Managing your retirement account investment options
  • Risk tolerance

This seminar supports the financial health pillar of planning.

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union Members. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC. CFS does not provide tax or legal advice. For such guidance, please consult a qualified tax and/or legal advisor.

DATE:
TIME:
DURATION:
July 20, 2020
5:00 PM
1.5 Hours
Location Map
DATE:
TIME:
DURATION:
LOCATION:
July 20, 2020
5:00 PM
1.5 Hours
Online Webinar
PO Box 9350
Austin, TX 78766-9350
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Sep
02

Social Security

As you approach retirement,* one of the biggest financial decisions you'll make is when to begin receiving social security benefits. Should you begin receiving a smaller social security benefit earlier? Or should you wait until you reach retirement age (or even later) to receive a larger benefit?

This seminar supports the financial health pillar of planning.

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union Members. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC. CFS does not provide tax or legal advice. For such guidance, please consult a qualified tax and/or legal advisor.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
September 02, 2020
5:30 PM
45 Minutes
N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751-2908
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Sep
09

Understanding Your Credit Score

Your credit score can save you (or cost you) thousands of dollars. In this seminar, we’ll explain the difference between good credit, bad credit, and no credit. We’ll also share tips on how you can position yourself for the best possible rates, regardless of your credit score today.  

This seminar supports the financial health pillar of borrowing.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
September 09, 2020
5:30 PM
1 Hour
Highway 79 Financial Center
120 Palm Valley Cove
Round Rock, TX 78665
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Sep
12

Shred Day

Criminals need very little information to steal identities and garbage cans offer an abundance of information from paperwork. Bring up to two file boxes of paper per household for free, confidential shredding. Commercial high-volume shredders, courtesy of Iron Mountain, will be on-site to shred your records. UFCU Asset Protection team members will also be available to answer your questions about identity theft or other fraud issues. Mark your calendars now!*

This seminar supports the financial health pillar of planning.

* Weather permitting

Location Map
DATE:
TIME:
DURATION:
LOCATION:
September 12, 2020
10:00 AM
10 AM - 12 PM or until truck is full
N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751-2908
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Sep
16

Retirement Income Planning

Learn how to plan for a financially successful retirement.* We can help you determine whether you’re on track for the retirement you envision and what type of income you might expect during your retirement.

This seminar supports the financial health pillar of planning.

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union Members. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC. CFS does not provide tax or legal advice. For such guidance, please consult a qualified tax and/or legal advisor.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
September 16, 2020
6:00 PM
1 Hour
Steck Financial Center
3305 Steck Ave
Austin, TX 78757-7569
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Sep
17

Investment Basics

Do you understand basic investment concepts? In this workshop, CFS* and UFCU explore the following topics: 

  • General investment concepts
    • Inflation and compounding
    • Goals and time horizons
    • Risk and return
    • Types of investment options
  • General investment strategies
    • Asset allocation
    • Dollar cost averaging

This seminar supports the financial health pillar of planning.

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members. CFS does not provide tax or legal advice. For such guidance, please consult a qualified tax and/or legal advisor.

Parking map for the UFCU Plaza Event Center.
Location Map
DATE:
TIME:
DURATION:
LOCATION:
September 17, 2020
6:00 PM
1 Hour
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
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Sep
24

Home Buying

Come learn how to buy your next home. UFCU is offering advice and information on how to qualify for a loan, what to expect from your REALTOR®, the benefits and pitfalls of purchasing a foreclosed home, and the meanings behind all the mortgage terminology and costs. We’ll share information about how to stop renting and enjoy all the financial and personal benefits of owning your own home.

Equal Housing Lender. 8303 N MoPac Expy, Austin, TX 78759. NMLS # 441215

This seminar supports the financial health pillar of borrowing.

Parking map for the UFCU Plaza Event Center.
Location Map
DATE:
TIME:
DURATION:
LOCATION:
September 24, 2020
6:15 PM
1.5 Hours
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
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Oct
03

Shred Day

Criminals need very little information to steal identities and garbage cans offer an abundance of information from paperwork. Bring up to two file boxes of paper per household for free, confidential shredding. Commercial high-volume shredders, courtesy of Iron Mountain, will be on-site to shred your records. UFCU Asset Protection team members will also be available to answer your questions about identity theft or other fraud issues. Mark your calendars now!*

This seminar supports the financial health pillar of planning.

* Weather permitting

Location Map
DATE:
TIME:
DURATION:
LOCATION:
October 03, 2020
10:00 AM
10 AM - 12 PM or until truck is full
Victory Lakes Interactive Financial Center
2500 Gulf Freeway S
League City, TX 77573
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Oct
07

Auto Insurance

Having the correct auto insurance coverage can save you time and money. In this seminar, you’ll learn about the following topics:

  • Auto insurance policies and the different types of coverage
  • Liability limits
  • What full coverage really means
  • Why minimum coverage is not a wise purchase

This seminar supports the financial health pillar of planning.

* Fixed insurance products are offered through CFS Insurance & Technology Services, LLC.

Parking map for the UFCU Plaza Event Center.
Location Map
DATE:
TIME:
DURATION:
LOCATION:
October 07, 2020
6:00 PM
1 Hour
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
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