Alert!
alert: Due to extended maintenance, UFCU members will have limited or no access to their accounts on April 30 from 12 AM through 8 AM. Read more

About

Educational Events

May
09

Social Security

As you approach retirement, one of the biggest financial decisions you'll need to make is when to begin receiving your Social Security benefits. Should you begin receiving a smaller Social Security benefit early, or should you opt to wait until full retirement age or even longer in order to receive a larger benefit?

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 tax and/or legal advisor.

DATE:
TIME:
DURATION:
LOCATION:
May 09, 2017
6:30 PM
1 Hour
Victory Lakes Interactive Financial Center
2500 S Gulf Freeway
League City, TX 77573
Map
May
10

Retirement Income Planning

This seminar will help you plan for a financially successful retirement. We will address:

  • Are you on track for the retirement you envision?
  • Do you know what type of income you can expect in retirement?

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 tax and/or legal advisor.

DATE:
TIME:
DURATION:
LOCATION:
May 10, 2017
6:00 PM
1 Hour
Steck Financial Center
3305 Steck Ave
Austin, TX 78757-7569
Map
May
11

Family Love Letter

If you love someone, you want to make sure they know how to find your professional advisors; where your investments, insurance, and other assets are held; what employee or retiree benefits you’re entitled to; where to find information on trusts, citizenship, military records, or business ownership; your plans for a special-needs family member; and which philanthropic organizations hold a place in your heart. Most importantly, you want them to know you love them enough to assure they know what is important – about you and to you. If you love someone, give them the gift of a Family Love Letter.

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 tax and/or legal advisor.

Parking map for the UFCU Plaza Event Center.
DATE:
TIME:
DURATION:
LOCATION:
May 11, 2017
6:30 PM
1.5 Hours
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
May
16

Estate Planning Basics

Many people believe that estate planning is only for the wealthy. Nothing could be further from the truth. This educational workshop will help you, and your family, learn basic techniques to become better prepared for life’s unexpected events. The workshop will cover wills, trusts, powers of attorney, medical directives, gifting and other important estate planning tools. We hope you join us to learn more about this vital topic, one that is relevant to us all.

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 tax and/or legal advisor.

DATE:
TIME:
DURATION:
LOCATION:
May 16, 2017
6:00 PM
1 Hour
Lakeline Financial Center
13860 N Hwy 183
Austin, TX 78750
Map
May
17

Estate Planning Basics

Many people believe that estate planning is only for the wealthy. Nothing could be further from the truth. This educational workshop will help you, and your family, learn basic techniques to become better prepared for life’s unexpected events. The workshop will cover wills, trusts, powers of attorney, medical directives, gifting and other important estate planning tools. We hope you join us to learn more about this vital topic, one that is relevant to us all.

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 tax and/or legal advisor.

DATE:
TIME:
DURATION:
LOCATION:
May 17, 2017
6:00 PM
1 Hour
N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751-2908
Map
May
24

Retirement Savings Challenges for Women

Women have a unique series of challenges when it comes to managing retirement savings. In this workshop we will explore:

  • The need to plan for a longer life expectancy
  • Managing the impact of a temporary career break on your retirement planning
  • Living alone in retirement

* 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 tax and/or legal advisor.

DATE:
TIME:
DURATION:
LOCATION:
May 24, 2017
6:00 PM
1 Hour
Brodie Financial Center
9925 Brodie Ln
Austin, TX 78748-5612
Map
Jun
10

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.

Chris Miller, UFCU's Sr. Manager of Asset Protection, will also be available to answer any questions and/or concerns about ID theft and other fraud issues. Mark your calendars now!*

* Weather permitting

DATE:
TIME:
DURATION:
LOCATION:
June 10, 2017
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
13

Financial Planning Basics

What are some of the basics of financial planning? A few of the topics discussed in this seminar are:

  • How to construct a budget and the importance of establishing an emergency fund
  • Credit fundamentals
  • Basic investment concepts, including risk tolerance and the difference between pre-tax, after-tax, and tax-deferred investments
  • Basic estate planning concepts

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 tax and/or legal advisor.

Parking map for the UFCU Plaza Event Center.
DATE:
TIME:
DURATION:
LOCATION:
June 13, 2017
6:00 PM
1 Hour
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
Jun
14

Your Employer Sponsored Retirement Plan

Are you participating in your employer sponsored retirement plan? If not, perhaps it is time to consider opting in. Topics covered will include:

  • Why it's important to make retirement planning a priority now
  • Three reasons why participating in your employer-sponsored plan makes sense
  • The steps you can take today to help you pursue retirement with confidence

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 tax and/or legal advisor.

DATE:
TIME:
DURATION:
LOCATION:
June 14, 2017
6:00 PM
1 Hour
Lakeline Financial Center
13860 N Hwy 183
Austin, TX 78750
Map
Jun
21

Cybersecurity Awareness

We live in a world that is more connected than ever before. The Internet touches almost all aspects of our daily life, whether we realize it or not. In this educational seminar, we’ll discuss cybersecurity best practices on what you can do to protect yourself, family or business. Our goal is to raise awareness about cybersecurity and provide simple tips to be safer online.

DATE:
TIME:
DURATION:
LOCATION:
June 21, 2017
6:00 PM
1 Hour
Whitestone Interactive Financial Center
3200 E Whitestone Blvd
Cedar Park, TX 78613-7289
Map