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About

Educational Events

Jan
19

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.

This event has been cancelled.
DATE:
TIME:
DURATION:
LOCATION:
January 19, 2017
6:00 PM
1 Hour
Highway 79 Financial Center
120 Palm Valley Cove
Round Rock, TX 78665
Map
Jan
26

Teacher Retirement System 101

As a healthcare professional it’s important for you to understand your retirement options. At UFCU, available through CFS*, we want to help you reach your financial goals. Please join us to learn more about your choices and opportunities when considering retirement from TRS. Topics include:

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

* 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:
January 26, 2017
5:00 PM
1.5 Hours
UTMB Jennie Sealy - Room 2.506A
301 8th St
Galveston, TX 77550
Map
Feb
07

Buying Your First Home

It is time to own your first home! UFCU is here to help.

Come learn how to buy your very first 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 foreclosure, and the meaning behind all the mortgage terminology and costs.

Learn 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

Parking map for the UFCU Plaza Event Center.
DATE:
TIME:
DURATION:
LOCATION:
February 07, 2017
6:00 PM
2 Hours
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
Feb
08

Staying Optimistic in a Volatile Market

In this seminar we will explore strategies for staying invested and profiting through turbulent markets. Specifically, we will address the following:

  • What kinds of returns should you expect from stocks?
  • What is a bear market and how does it impact you?
  • Why stay the course during difficult times?
  • What you can do now to prepare for any troublesome times ahead.

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:
February 08, 2017
6:00 PM
1 Hour
Steck Financial Center
3305 Steck Ave
Austin, TX 78757-7569
Map
Feb
09

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:
February 09, 2017
6:30 PM
1.5 Hours
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
Feb
15

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:
February 15, 2017
6:00 PM
1 Hour
Lakeline Financial Center
13860 N Hwy 183
Austin, TX 78750
Map
Feb
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.

Parking map for the UFCU Plaza Event Center.
DATE:
TIME:
DURATION:
LOCATION:
February 16, 2017
6:00 PM
1 Hour
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
Feb
16

Retirement Basics

Planning for retirement can be a daunting challenge, especially when you aren't sure where to begin. In this seminar we will cover the fundamentals:

  • What information do you need to have in order to build a retirement plan?
  • What are the steps to determine how much you need to save?
  • Where should you be saving your money

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:
February 16, 2017
6:00 PM
1 Hour
UTMB Jennie Sealy - Room 2.506A
301 8th St
Galveston, TX 77550
Map
Feb
17

College Planning

A college education is one of the single greatest gifts you can give a child or grandchild. However, finding the funds for higher education can be a challenge. This workshop will explore several popular college funding strategies and help lay the foundation as you implement your own saving strategy.

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:
February 17, 2017
6:00 PM
1 Hour
Ben White Financial Center
130 E Ben White Blvd
Austin, TX 78704-7210
Map
Feb
22

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.

DATE:
TIME:
DURATION:
LOCATION:
February 22, 2017
6:00 PM
1 Hour
Brodie Financial Center
9925 Brodie Ln
Austin, TX 78748-5612
Map