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Educational Events

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
Jun
24

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:
June 24, 2015
6:00 PM
Ben White Financial Center
130 E Ben White Blvd
Austin, TX 78704-7210
Map