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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.

Jul
22

Trinity Grand Opening Week

You’re invited to the grand opening of UFCU Trinity! Every day of the week, we’ll have a unique theme. Win prizes, enjoy a treat on us, and meet your new representatives who are ready and eager to serve you. See the details below, grab a friend, and join us for one of them or all of them!

 DATE: Monday–Friday, July 22–26, 2019

TIME: 8 AM–4 PM

Monday, July 22: Meet and Greet — Get to know your credit union, and take home some UFCU swag.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
July 22, 2019
8:00 AM
8
Trinity Interactive Financial Center
1601 Trinity St, Building A, Ste 109
Austin, TX 78712
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Jul
22

Teacher Retirement System (TRS) 101

In this seminar, we’ll explore your options for reaching your financial goals when you retire from the TRS.* Please join us to learn more about your choices and opportunities when considering retirement. Specifically, we’ll discuss the following topics:

  • TRS Retirement Rules
  • TRS Standard Annuity Calculation
  • Partial Lump Sum Option (PLSO)
  • Government Pension Offset (GPO)
  • Windfall Elimination Provision (WEP)

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:
July 22, 2019
5:00 PM
1.5 Hours
Victory Lakes Interactive Financial Center
2500 Gulf Freeway S
League City, TX 77573
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Jul
23

Trinity Grand Opening Week

You’re invited to the grand opening of UFCU Trinity! Every day of the week, we’ll have a unique theme. Win prizes, enjoy a treat on us, and meet your new representatives who are ready and eager to serve you. See the details below, grab a friend, and join us for one of them or all of them!

 DATE: Monday–Friday, July 22–26, 2019

TIME: 8 AM–4 PM

Tuesday, July 23: Treat Yourself — Enjoy sweet treats on us, and learn how we can serve you.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
July 23, 2019
8:00 AM
8
Trinity Interactive Financial Center
1601 Trinity St, Building A, Ste 109
Austin, TX 78712
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Jul
23

Teacher Retirement System (TRS) 101

In this seminar, we’ll explore your options for reaching your financial goals when you retire from the TRS.* Please join us to learn more about your choices and opportunities when considering retirement. Specifically, we’ll discuss the following topics:

  • TRS Retirement Rules
  • TRS Standard Annuity Calculation
  • Partial Lump Sum Option (PLSO)
  • Government Pension Offset (GPO)
  • Windfall Elimination Provision (WEP)

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:
July 23, 2019
5:00 PM
1.5 Hours
Galveston Financial Center
428 Postoffice St
Galveston, TX 77550
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Jul
24

Trinity Grand Opening Week

You’re invited to the grand opening of UFCU Trinity! Every day of the week, we’ll have a unique theme. Win prizes, enjoy a treat on us, and meet your new representatives who are ready and eager to serve you. See the details below, grab a friend, and join us for one of them or all of them!

 DATE: Monday–Friday, July 22–26, 2019

TIME: 8 AM–4 PM

Wednesday, July 24: Snag a Snack — Get some gourmet popcorn, and greet your new UFCU Trinity team.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
July 24, 2019
8:00 AM
8
Trinity Interactive Financial Center
1601 Trinity St, Building A, Ste 109
Austin, TX 78712
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Jul
25

Trinity Grand Opening Week

You’re invited to the grand opening of UFCU Trinity! Every day of the week, we’ll have a unique theme. Win prizes, enjoy a treat on us, and meet your new representatives who are ready and eager to serve you. See the details below, grab a friend, and join us for one of them or all of them!

 DATE: Monday–Friday, July 22–26, 2019

TIME: 8 AM–4 PM

Thursday, July 25: Quench Your Thirst — Say hi, and savor a fancy soda or sparkling water.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
July 25, 2019
8:00 AM
8
Trinity Interactive Financial Center
1601 Trinity St, Building A, Ste 109
Austin, TX 78712
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Jul
26

Trinity Grand Opening Week

You’re invited to the grand opening of UFCU Trinity! Every day of the week, we’ll have a unique theme. Win prizes, enjoy a treat on us, and meet your new representatives who are ready and eager to serve you. See the details below, grab a friend, and join us for one of them or all of them!

 DATE: Monday–Friday, July 22–26, 2019

TIME: 8 AM–4 PM

Friday, July 26: Have Fun, and Win Big! Have some Amy’s ice cream, hang out with The University of Texas at Austin™ mascot, Hook ‘Em, from 1–3 PM, and enter to win one of two gift baskets, valued at $500 each.

Location Map
DATE:
TIME:
DURATION:
LOCATION:
July 26, 2019
8:00 AM
8
Trinity Interactive Financial Center
1601 Trinity St, Building A, Ste 109
Austin, TX 78712
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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
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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
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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
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