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Educational Events

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.

Feb
21

Investment Basics

Do you understand basic investment concepts? In this workshop, CFS* and UFCU explore the following topics: 

  • General investment concepts
    • Inflation and compounding
    • Goals and time horizons
    • Risk and return
    • Types of investment options
  • General investment strategies
    • Asset allocation
    • Dollar cost averaging

This seminar supports the financial health pillar of planning.

* 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 qualified tax and/or legal advisor.

Parking map for the UFCU Plaza Event Center.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
February 21, 2019
6:00 PM
1 Hour
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
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Feb
27

Life Insurance Basics

What type of life insurance policy is best for you? It really depends on your needs, and the better you understand the different types of insurance, the easier it will be for you to decide which type is best for you. We will answer the following key questions:

  • What can life insurance do?
  • What are the different types of life insurance?
  • How much life insurance do you need?
  • And more…

Our goal is to help you have a stronger understanding of life insurance so you can be better equipped to make decisions about purchasing  it.

This seminar supports the financial health pillar of planning.

* 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.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
February 27, 2019
6:00 PM
1 Hour
Brodie Financial Center
9925 Brodie Ln
Austin, TX 78748-5612
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Mar
02

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. UFCU Asset Protection team members will also be available to answer your questions about identity theft or other fraud issues. Mark your calendars now!*

This seminar supports the financial health pillar of planning.

* Weather permitting

Location Map
DATE:
TIME:
DURATION:
LOCATION:
March 02, 2019
10:00 AM
10 AM - 12 PM or until truck is full
N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751-2908
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Mar
06

Saving and Money Management

In today's economy, it's hard enough to keep up with the bills, let alone save money. If you find it difficult to manage your money, you're not alone. In this seminar, you’ll learn about your options for saving money. We’ll also explore how to create a budget, how to prioritize saving, and how to achieve your financial goals.

This seminar supports the financial health pillar of saving.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
March 06, 2019
6:00 PM
1 Hour
University Financial Center
2244 Guadalupe St
Austin, TX 78705-5217
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Mar
13

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. And discover the advantages of purchasing a long-term care policy earlier in life.

This seminar supports the financial health pillar of planning.

* 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.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
March 13, 2019
6:00 PM
1 Hour
Steck Financial Center
3305 Steck Ave
Austin, TX 78757-7569
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Mar
14

Retirement Income Planning

Learn how to plan for a financially successful retirement.* We can help you determine whether you’re on track for the retirement you envision and what type of income you might expect during your retirement.

This seminar supports the financial health pillar of planning.

* 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.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
March 14, 2019
6:00 PM
1 Hour
Whitestone Interactive Financial Center
3200 E Whitestone Blvd
Cedar Park, TX 78613-7289
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Mar
26

Estate Planning Basics

Many people believe that estate planning is only for the wealthy. Nothing could be further from the truth. This workshop will help you and your family understand basic techniques to become better prepared for life’s unexpected events.

You’ll learn about wills, trusts, powers of attorney, gifting, and other important estate planning tools. We hope you'll join us to explore this vital topic.

This seminar supports the financial health pillar of planning.

* 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.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
March 26, 2019
6:00 PM
1 Hour
Mueller Interactive Financial Center
1801 E 51 St, Suite 200
Austin, TX 78723
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Mar
27

Auto Insurance

Having the correct auto insurance coverage can save you time and money. In this seminar, you’ll learn about the following topics:

  • Auto insurance policies and the different types of coverage
  • Liability limits
  • What full coverage really means
  • Why minimum coverage is not a wise purchase

This seminar supports the financial health pillar of planning.

* Fixed insurance products are offered through CFS Insurance & Technology Services, LLC.

Parking map for the UFCU Plaza Event Center.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
March 27, 2019
6:00 PM
1 Hour
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
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Apr
01

2019 Annual Membership Meeting

An election is scheduled in conjunction with our 2019 Annual Meeting for four places on the Board of Directors. Read about the election process and the nominees.

Attend this special credit union event, and you could win a gift basket or a $50 gift card.

Refreshments will be served. We hope to see you there!

Parking map for the UFCU Plaza Event Center.
Location Map
DATE:
TIME:
LOCATION:
April 01, 2019
5:30 PM
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
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Apr
10

Social Security

As you approach retirement,* one of the biggest financial decisions you'll make is when to begin receiving social security benefits. Should you begin receiving a smaller social security benefit earlier? Or should you wait until you reach retirement age (or even later) to receive a larger benefit?

This seminar supports the financial health pillar of planning.

* 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.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
April 10, 2019
6:00 PM
1 Hour
Brodie Financial Center
9925 Brodie Ln
Austin, TX 78748-5612
Map
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