About

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.


Apr
24

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:
April 24, 2019
6:30 PM
1 Hour
Scofield Interactive Financial Center
1500 W Parmer Ln
Austin, TX 78727
Map
May
06

Teacher Retirement System (TRS) 101

In this seminar, we’ll explore your options for reaching your financial goals when you retire from the TRS.* Please join us to learn more about your choices and opportunities when considering retirement. Specifically, we’ll discuss the following topics:

  • TRS Retirement Rules
  • TRS Standard Annuity Calculation
  • Partial Lump Sum Option (PLSO)
  • Government Pension Offset (GPO)
  • Windfall Elimination Provision (WEP)

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:
May 06, 2019
5:00 PM
1 Hour and 30 Minutes
Victory Lakes Interactive Financial Center
2500 Gulf Freeway S
League City, TX 77573
Map
May
09

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.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
May 09, 2019
6:00 PM
1 Hour and 15 Minutes
N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751-2908
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May
23

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.

Parking map for the UFCU Plaza Event Center.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
May 23, 2019
6:00 PM
1 Hour
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
May
28

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:
May 28, 2019
6:00 PM
1 Hour
N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751-2908
Map
Jun
01

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:
June 01, 2019
10:00 AM
10 AM - 12 PM or until truck is full
N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751-2908
Map
Jun
05

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:
June 05, 2019
6:00 PM
1 Hour
Brodie Financial Center
9925 Brodie Ln
Austin, TX 78748-5612
Map
Jun
11

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:
June 11, 2019
6:15 PM
1 Hour
Teravista Interactive Financial Center
571 University Blvd
Round Rock, TX 78665
Map
Jun
12

Managing Healthcare Costs in Retirement

Current and soon-to-be retirees cite high medical costs as one of their main concerns in retirement. In this seminar, we’ll explore the following retirement* topics:

  • ABCs (and D) of Medicare
  • Medicare — what it covers and what it costs
  • Medicare Supplement Plans

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:
June 12, 2019
6:00 PM
1 Hour
Steck Financial Center
3305 Steck Ave
Austin, TX 78757-7569
Map