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About

Educational Events

Jul
21

Fun Friday at UFCU Lakeway

At UFCU, we celebrate cooperative values and deep, meaningful relationships. We are hosting this event to celebrate you. Unwind at an evening event on us:

  • Enjoy cheese and a wine tasting by Stone House Vineyards.
  • Win a wine-themed gift basket, valued at $100.
  • Tour our remodeled interactive financial center, featuring enhanced ATM kiosks.
  • Catch up with your UFCU Lakeway team, and meet our UFCU colleagues from Mortgage Services and other departments.

DATE:
TIME:
DURATION:
LOCATION:
July 21, 2017
4:30 PM
2 Hour
Lakeway Interactive Financial Center
1213 Ranch Road 620 S
Lakeway, TX 78734
Map
Jul
26

Get Your Retirement Back on Course

Emotions can drive investors to buy the latest hot fund near its peak and sell it after an unfortunate downward spiral. This “buy high, sell low” scenario is sadly not just an anecdote, but is very real for many individual investors. The end result is simple: Buying on greed and selling on fear might satisfy short-term emotional needs, but this lack of discipline can often compromise long-term objectives. In this seminar, we’ll discuss common choices in employer-sponsored retirement plans and how you can avoid these common mistakes.

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:
July 26, 2017
6:00 PM
1 Hour
Scofield Interactive Financial Center
1500 W Parmer Ln
Austin, TX 78727
Map
Jul
28

Fun Friday at UFCU Lakeway

At UFCU, we celebrate cooperative values and deep, meaningful relationships. We are hosting this event to celebrate you. Unwind at an evening event on us:

  • Enjoy cheese and a wine tasting by Stone House Vineyards.
  • Win a wine-themed gift basket, valued at $100.
  • Tour our remodeled interactive financial center, featuring enhanced ATM kiosks.
  • Catch up with your UFCU Lakeway team, and meet our UFCU colleagues from Mortgage Services and other departments.

DATE:
TIME:
DURATION:
LOCATION:
July 28, 2017
4:30 PM
2 Hour
Lakeway Interactive Financial Center
1213 Ranch Road 620 S
Lakeway, TX 78734
Map
Aug
03

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 ensure 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:
August 03, 2017
6:30 PM
1.5 Hours
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
Aug
08

Get Your Retirement Back on Course

Emotions can drive investors to buy the latest hot fund near its peak and sell it after an unfortunate downward spiral. This “buy high, sell low” scenario is sadly not just an anecdote, but is very real for many individual investors. The end result is simple: Buying on greed and selling on fear might satisfy short-term emotional needs, but this lack of discipline can often compromise long-term objectives. In this seminar, we’ll discuss common choices in employer-sponsored retirement plans and how you can avoid these common mistakes.

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:
August 08, 2017
6:00 PM
1 Hour
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
Aug
09

Get Your Retirement Back on Course

Emotions can drive investors to buy the latest hot fund near its peak and sell it after an unfortunate downward spiral. This “buy high, sell low” scenario is sadly not just an anecdote, but is very real for many individual investors. The end result is simple: Buying on greed and selling on fear might satisfy short-term emotional needs, but this lack of discipline can often compromise long-term objectives. In this seminar, we’ll discuss common choices in employer-sponsored retirement plans and how you can avoid these common mistakes.

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:
August 09, 2017
6:00 PM
1 Hour
Brodie Financial Center
9925 Brodie Ln
Austin, TX 78748-5612
Map
Aug
15

Planning for Long Term Care - Protecting Your Life Savings

What's your Long Term Care plan? Find out how to help protect yourself and your family from one of the most costly services not covered under general medical care plans.

  • Learn how Long Term Care Insurance can protect you in the event of prolonged physical illness
  • Discover the advantages of purchasing a Long Term Care policy earlier in life.

Insurance products and services are offered through CUSO Financial Services, Inc. ("CFS"). Products offered through CFS: are not NCUA/NCSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve risk including possible loss of principal. Investment Representatives are licensed through CFS. The credit union has contracted with CFS to make certain insurance products and services available to credit union members.

DATE:
TIME:
DURATION:
LOCATION:
August 15, 2017
6:00 PM
1 Hour
Lakeline Financial Center
13860 N Hwy 183
Austin, TX 78750
Map
Aug
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, gifting and other important estate planning tools. We hope you'll join us to learn more about this vital topic, 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:
August 16, 2017
6:00 PM
1 Hour
Brodie Financial Center
9925 Brodie Ln
Austin, TX 78748-5612
Map
Aug
22

Roth Conversions

What is a Roth conversion, who qualifies, and how will it impact your planning? In this workshop we explore the ins-and-outs of implementing a Roth Conversion strategy in your portfolio and the impact it can have on you and your family.

DATE:
TIME:
DURATION:
LOCATION:
August 22, 2017
6:00 PM
1 Hour
N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751-2908
Map
Sep
16

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:
September 16, 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