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.


Jun
25

Teacher Retirement System (TRS) Webinar

It’s important for you to understand your retirement benefits and options. At UFCU available through CUSO Financial Services, LP, we can help you explore your options and help you reach your financial goals when you retire with Teacher Retirement System of Texas (TRS) benefits. In this webinar we’ll cover the following topics:

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

*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:
June 25, 2024
11:30 AM
1.5 Hours
Location Map
DATE:
TIME:
DURATION:
LOCATION:
June 25, 2024
11:30 AM
1.5 Hours
Online Webinar
PO Box 9350
Austin, TX 78766-9350
Map
Jun
26

Live Webinar — Tips for First Time Homebuyers

Are you looking to buy your first home? This is an exciting step! The process may also feel overwhelming or difficult to navigate. GreenPath is here to help!

HUD-approved housing counseling agency GreenPath is joined by real estate agent David King to help break down the process of homebuying and set you up for success as you prepare to own your first home.

Who Should Attend?

  • Anyone looking to buy their first home
  • Anyone who has recently purchased their first home
  • Anyone who supports homebuyers

What You Will Learn

  • Initial preparation steps to take when getting ready to purchase a home
  • Important considerations in the homebuying process
  • How to be a successful homeowner long-term

Presented By

  • GreenPath Partner Experience Specialist Jessica Jennings
  • Howard Hanna Real Estate Services Realtor® David King
DATE:
TIME:
DURATION:
June 26, 2024
Noon
45 Minutes
Location Map
DATE:
TIME:
LOCATION:
June 26, 2024
12:00 PM
Online Webinar
PO Box 9350
Austin, TX 78766-9350
Map
Jul
13

Shred Day

Don’t give criminals easy access to the personal information on your old paperwork by tossing it in the trash. Shred it instead to keep your identity safe. Together with Goodwill Central Texas, we’re hosting a free shredding event to help you keep your identity secure. 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!*

* Weather permitting

Location Map
DATE:
TIME:
DURATION:
LOCATION:
July 13, 2024
10:00 AM
10 AM - Noon or until truck is full
Goodwill Central Texas Community Center
1015 Norwood Park Blvd
Austin, TX 78753
Map
Jul
24

Live Webinar - Teaching Kids about Money

From hosting a lemonade stand to preparing for college, it is never too early - or too late! - to start teaching kids about money. Join us for practical tips on how to start setting your child up for a financially healthy future at any age.

Who Should Attend?

  • Parents/guardians
  • Educators
  • Anyone who works with children

What You Will Learn:

  • Financial life lessons to share with children
  • Tips to set your child up for a financially healthy future
  • Ways to incorporate money lessons into daily life

Presented by:

  • GreenPath Strategic Partner Manager Luke Pelger
  • GreenPath Learning Experience Designer Shamica Joseph
DATE:
TIME:
DURATION:
July 24, 2024
1:00 PM
1 Hour
Location Map
DATE:
TIME:
DURATION:
LOCATION:
July 24, 2024
1:00 PM
1 Hour
Online Webinar
PO Box 9350
Austin, TX 78766-9350
Map
Aug
14

Live Webinar - Options for Dealing with Debt

Paying off debt can feel overwhelming, and it can be even more challenging to navigate all the options available and choose the best approach. Join us for a workshop to discuss a variety of payoff options, identify key differences, and weigh the pros and cons of each. 

Becoming debt free requires a plan, and we can help you develop one. From getting prepared, to staying on track, your goals around debt are within reach!

Who Should Attend?

  • Anyone feeling stagnant in their current attempts to pay off debt
  • Anyone interested in understanding the different payoff approaches
  • Anyone who is unsure what debt payoff option is best for them

What You Will Learn:

  • Different approaches to becoming debt free 
  • Preparation in tackling your debt
  • How to achieve your debt payoff goals

Presented by:

  • GreenPath Partner Experience Manager Jessie Garrison
DATE:
TIME:
DURATION:
August 14, 2024
1:00 PM
1 Hour
Location Map
DATE:
TIME:
DURATION:
LOCATION:
August 14, 2024
1:00 PM
1 Hour
Online Webinar
PO Box 9350
Austin, TX 78766-9350
Map
Nov
09

Shred Day

Don’t give criminals easy access to the personal information on your old paperwork by tossing it in the trash. Shred it instead to keep your identity safe. Together with Goodwill Central Texas, we’re hosting a free shredding event to help you keep your identity secure. 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!*

* Weather permitting

Location Map
DATE:
TIME:
DURATION:
LOCATION:
November 09, 2024
10:00 AM
10 AM - Noon or until truck is full
Goodwill Central Texas Community Center
1015 Norwood Park Blvd
Austin, TX 78753
Map