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.


May
28

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:
May 28, 2019
6:00 PM
1 Hour
N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751-2908
Map
Jun
01

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:
June 01, 2019
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
05

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:
June 05, 2019
6:00 PM
1 Hour
Brodie Financial Center
9925 Brodie Ln
Austin, TX 78748-5612
Map
Jun
11

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:
June 11, 2019
6:15 PM
1 Hour
Teravista Interactive Financial Center
571 University Blvd
Round Rock, TX 78665
Map
Jun
12

Managing Healthcare Costs in Retirement

Current and soon-to-be retirees cite high medical costs as one of their main concerns in retirement. In this seminar, we’ll explore the following retirement* topics:

  • ABCs (and D) of Medicare
  • Medicare — what it covers and what it costs
  • Medicare Supplement Plans

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:
June 12, 2019
6:00 PM
1 Hour
Steck Financial Center
3305 Steck Ave
Austin, TX 78757-7569
Map
Aug
07

Managing Healthcare Costs in Retirement

Current and soon-to-be retirees cite high medical costs as one of their main concerns in retirement. In this seminar, we’ll explore the following retirement* topics:

  • ABCs (and D) of Medicare
  • Medicare — what it covers and what it costs
  • Medicare Supplement Plans

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:
August 07, 2019
6:00 PM
1 Hour
Brodie Financial Center
9925 Brodie Ln
Austin, TX 78748-5612
Map
Aug
21

Retire on Purpose

In this seminar, CFS* and UFCU will focus on the importance of creating a satisfying, purpose-driven life — and how a sense of purpose can actually help you live longer, healthier, and happier. You’ll leave with some tools to help put that life and your retirement* goals within your reach so you can begin reconciling your desires with your financial priorities.

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.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
August 21, 2019
6:00 PM
1 Hour
Steck Financial Center
3305 Steck Ave
Austin, TX 78757-7569
Map
Sep
12

Raising Money-Smart Kids

This workshop offers a valuable guide for parents interested in teaching their children financial responsibility, at any age. You’ll learn how to teach kids to distinguish between wants and needs, and how to use credit wisely (when they're ready). We'll also discuss allowances, contributions to household income, shopping, and savings.

This seminar supports the financial health pillar of saving.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
September 12, 2019
6:00 PM
1 Hour
University Financial Center
2244 Guadalupe St
Austin, TX 78705-5217
Map
Sep
12

Home Buying

Come learn how to buy your next home. UFCU is offering advice and information on how to qualify for a loan, what to expect from your REALTOR®, the benefits and pitfalls of purchasing a foreclosed home, and the meanings behind all the mortgage terminology and costs. We’ll share information about how to stop renting and enjoy all the financial and personal benefits of owning your own home.

Equal Housing Lender. 8303 N MoPac Expy, Austin, TX 78759. NMLS # 441215

This seminar supports the financial health pillar of borrowing.

Parking map for the UFCU Plaza Event Center.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
September 12, 2019
6:15 PM
1 Hour, 15 Minutes
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map
Sep
14

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:
September 14, 2019
10:00 AM
10 AM - 12 PM or until truck is full
N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751-2908
Map