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Educational Events

Educational Events
Jun
28

Truth about Medicaid

Are you prepared for the possibility of long-term medical or in-home care? Do you understand the differences between Medicare and Medicaid? Join us for a free seminar presented by the Wiewel Law Firm. We’ll explore common mistakes of planning long-term medical care, how you can cover costs by planning ahead, and next steps to preparedness if you’re just getting started.

This event is full.​


Parking map for the UFCU Plaza Event Center.
DATE:
TIME:
DURATION:
LOCATION:
June 28, 2017
6:30 PM
1.5 hours
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
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Jul
11

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 11, 2017
6:00 PM
1 Hour
University Financial Center
2244 Guadalupe St
Austin, TX 78705-5217
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Jul
12

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:
July 12, 2017
6:00 PM
1 Hour
Steck Financial Center
3305 Steck Ave
Austin, TX 78757-7569
Map
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