About

Educational Events

May
19

Teacher Retirement System 101

As an educator, it is important to you to help your students understand the choices that are available to them. At UFCU, we feel the same way about our members. 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.

DATE:
TIME:
LOCATION:
May 19, 2016
5:30 PM
Open Gates Conference Center
2419 Sealy Ave
Galveston, TX 77550
Map
May
25

Estate Planning 201 (Advanced Topics)

While virtually everyone needs to address basic estate planning issues, some people require more sophisticated strategies. In Estate Planning 201, we go beyond the concepts contained in Estate Planning 101 to discuss estate tax minimization techniques such as optimizing the marital deduction, bypass (credit shelter) trusts and family limited partnerships. In addition, we will cover charitable giving strategies and asset protection concerns. Please join us for this detailed look at estate planning for those with substantial assets and/or more complex needs.

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:
LOCATION:
May 25, 2016
6:00 PM
N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751-2908
Map
Jun
08

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.

Parking map for the UFCU Plaza Event Center.
DATE:
TIME:
LOCATION:
June 08, 2016
6:00 PM
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
Jun
11

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 11, 2016
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
15

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.

DATE:
TIME:
DURATION:
LOCATION:
June 15, 2016
6:00 PM
1 Hour
Lakeline Financial Center
13860 N Hwy 183
Austin, TX 78750
Map
Jun
29

Teacher Retirement System 101

As an educator, it is important to you to help your students understand the choices that are available to them. At UFCU, we feel the same way about our members. 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.

DATE:
TIME:
LOCATION:
June 29, 2016
6:00 PM
N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751-2908
Map