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
27

Shred for Security & Recycle for the Earth (Victory Lakes)

The week of April 22 (Earth Day), 2024, coastal UFCU Members can securely shred and recycle old paperwork that contains personal information. We'll accept up to two file boxes of paper per household for free, confidential shredding by Iron Mountain.
 
In addition to keeping old papers out of landfills, you’ll also keep sensitive information away from criminals. UFCU supports both in one great event! Too busy with Earth Day events to go on Monday? We’ll be accepting paper through the following Saturday or until the bins reach maximum capacity.
 
Mark your calendar!
 
April 22-27*, 2024, or until the bins reach maximum capacity

 

* Weather permitting

Location Map
DATE:
TIME:
DURATION:
LOCATION:
April 27, 2024
10:00 AM
4 Hours or until the bins reach maximum capacity
Victory Lakes Branch
2500 Gulf Fwy S
League City, TX 77573
Map
Apr
27

Shred for Security & Recycle for the Earth (Galveston)

The week of April 22 (Earth Day), 2024, coastal UFCU Members can securely shred and recycle old paperwork that contains personal information. We'll accept up to two file boxes of paper per household for free, confidential shredding by Iron Mountain.
 
In addition to keeping old papers out of landfills, you’ll also keep sensitive information away from criminals. UFCU supports both in one great event! Too busy with Earth Day events to go on Monday? We’ll be accepting paper through the following Saturday or until the bins reach maximum capacity.
 
Mark your calendar!
 
April 22-27*, 2024, or until the bins reach maximum capacity

 

* Weather permitting

Location Map
DATE:
TIME:
DURATION:
LOCATION:
April 27, 2024
10:00 AM
4 Hours or until the bins reach maximum capacity
Galveston Branch
428 Postoffice St
Galveston, TX 77550
Map
May
07

Medicare 101 Webinar

We'll discuss how to enroll in Medicare, important enrollment dates to keep an eye on, the different parts of Medicare, and the cost and coverage of the various Medicare plans. Hosted by Mike Guthrie, Wealth Advisor at CUSO* Financial Services L.P. at UFCU and presented by Hanson Insurance Agency.

*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.

DATE:
TIME:
DURATION:
May 7, 2024
Noon
1 Hour
Location Map
DATE:
TIME:
DURATION:
LOCATION:
May 07, 2024
12:00 PM
1 Hour
Online Webinar
PO Box 9350
Austin, TX 78766-9350
Map
May
08

The Home Buying Journey Series - Part 1

“The Home Buying Journey: Getting Pre-qualified,” is the first of two highly practical sessions about buying a home. Everyone is invited to attend one or both sessions, which will be held in person. The second event will be on June 5.

In this session, find out exactly what it takes to get pre-qualified for a mortgage including credit, income, and down-payment requirements. We’ll also cover the loan types you might want to apply for and the advantages of each. UFCU Loan Officers will be on hand to answer your questions, provide a free analysis of your unique situation, and help you apply if you’re ready. Your dream may be closer than you think!

Se habla español! We welcome future home buyers from all walks of life.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
May 08, 2024
6:00 PM
1.5 Hours
Highway 79 Branch
120 Palm Valley Cove
Round Rock, TX 78665
Map
May
15

Live Webinar — Exploring the Link Between Mental & Financial Health

This webinar features a lively discussion about tips, challenges, and resources when it comes to caring for our mental and financial well-being. Our panel features GreenPath clients who have experienced their own journeys of improving their mental and financial health. Each of our panelists was a past guest on our podcast, Real Stories: Journeys of Financial Wellness.

We will also chat with Personal Financial Expert and Author, Jasmine Paul, who breaks through the stigma of talking about mental health through her candid speaking-style. 

Who Should Attend?

  • Anyone who is interested in the connection between mental and financial health
  • Anyone who wants tips on improving both financial and mental wellbeing
  • Anyone who is inspired by the success stories of others

What You Will Learn

  • Strategies for improving your financial and mental health 
  • How our guests overcame their financial obstacles and improved their mental health
  • How to turn financial challenges into triumphs

Presented By

  • GreenPath Learning Experience Designers Shamica Joseph and Chris Dlugozima 
  • GreenPath Clients Oscar, Leann & Kitty 
  • Personal Finance Expert and Author, Jasmine Paul 
DATE:
TIME:
DURATION:
May 15, 2024
Noon
1 Hour
Location Map
DATE:
TIME:
LOCATION:
May 15, 2024
12:00 PM
Online Webinar
PO Box 9350
Austin, TX 78766-9350
Map
May
15

Hurricane Insurance Webinar

When hurricanes approach, well-chosen insurance coverage can put your mind at ease. In the event of a loss, the fine print of your policy can make a big difference in your return to financial stability. Join our webinar to get recommendations and to discuss:
  • How much hurricane insurance coverage is enough for your home
  • Extended coverage through endorsements
  • What you need to know about flood insurance
  • The role that liability should play in your insurance decisions
DATE:
TIME:
DURATION:
May 15, 2024
Noon
1 Hour
Location Map
DATE:
TIME:
DURATION:
LOCATION:
May 15, 2024
12:00 PM
1 Hour
Online Webinar
PO Box 9350
Austin, TX 78766-9350
Map
Jun
05

The Home Buying Journey Series - Part 2

The journey to buying your own home can seem mysterious or confusing. In this session, discover what to expect during the purchasing process and ask the experts all your questions. UFCU Loan Officers will be on hand to give you the facts, provide a free analysis of your unique situation, and help you apply if you’re ready. Your dream may be closer than you think!

Se habla español! We welcome future home buyers from all walks of life.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
June 05, 2024
6:00 PM
1.5 Hours
Highway 79 Branch
120 Palm Valley Cove
Round Rock, TX 78665
Map
Jun
25

Teacher Retirement System (TRS) Webinar

It’s important for you to understand your retirement benefits and options. At UFCU, 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