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Educational Events

Apr
22

Wise Women Know More - 7 Strategies to Help You Take Control

Women have unique financial issues and needs. This seminar provides information you need to know to take control of your finances now and in the future for all stages of your life: just starting out, with family and career responsibilities, or if you are approaching or already in retirement.

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:
April 22, 2015
6:00 PM
N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751-2908
Map
Apr
23

Insuring Your Automobile

Having the correct auto insurance coverage can save you time and money. Topics discussed will be:

  • Auto insurance policies and the different types of coverage's available liability limits
  • The real definition of full coverage
  • Why minimum coverage is not a wise purchase
Parking map for the UFCU Plaza Event Center.
DATE:
TIME:
LOCATION:
April 23, 2015
6:00 PM
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
Apr
28

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)
DATE:
TIME:
LOCATION:
April 28, 2015
6:30 PM
University Financial Center
2244 Guadalupe St
Austin, TX 78705-5217
Map
Apr
30

Investment Basics

What are some of the basics of investments? A few of the topics discussed in this seminar are:

 - General fundamental investment concepts

  • Effects of inflation and compounding
  • Identifying goals and time horizons
  • Relationship between risk and return     
  • Types of investment options available

- General investment strategies

  • Asset allocation
  • Dollar cost averaging

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:
April 30, 2015
6:00 PM
South MoPac Financial Center
5033 W Hwy 290
Austin , TX 78735-6751
Map
May
13

Tap Into Solutions To The Global Water Crisis

Why Invest In Water? A global issue for decades to come, this presentation offers an explanation of the water investment cycle, presents information on water recycling, discusses the role of a water investment in a diversified portfolio and provides key reasons to consider the Calvert Global Water Fund.

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 13, 2015
6:00 PM
Whitestone Interactive Financial Center
3200 E Whitestone Blvd
Cedar Park, TX 78613-7289
Map
May
14

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)
DATE:
TIME:
LOCATION:
May 14, 2015
5:30 PM
Open Gates Conference Center
2419 Sealy St.
Galveston, TX 77550
Map
May
19

Investment Basics

What are some of the basics of investments? A few of the topics discussed in this seminar are:

 - General fundamental investment concepts

  • Effects of inflation and compounding
  • Identifying goals and time horizons
  • Relationship between risk and return     
  • Types of investment options available

- General investment strategies

  • Asset allocation
  • Dollar cost averaging

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, 2015
6:00 PM
Highway 79 Financial Center
120 Palm Valley Cove
Round Rock, TX 78665
Map
May
20

Retirement Income Planning - Planning for a Financially Successful Retirement

This seminar will help you plan for a financially successful retirement. We will address:

  • Are you on track for the retirement you envision?
  • Do you know what type of income you can expect in retirement?

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 20, 2015
6:00 PM
N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751-2908
Map
Jun
17

An Intro to Annuities - Funding Your Future

This seminar will explain the basics of annuities, how they work, and how they may be able to be an important part of your retirement plan.

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 17, 2015
6:00 PM
Lakeline Financial Center
13860 N Hwy 183
Austin, TX 78750
Map
Jun
20

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.

GES (Global Environmental Recycling) will be on-site to collect and recycle your electronics. For more information regarding GES and for a list of acceptable recycling items visit www.GESRecycles.com.

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 20, 2015
10:00 AM
10 AM - 12 PM or until truck is full
N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751-2908
Map