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.


Jan
24

Guide to the Markets Webinar

Make the most of your investments in the year ahead. This webinar will look at historical trends and current world events to help you make informed portfolio management decisions:

  • Learn the difference between equities (stocks) and fixed income (bonds)
  • Discover how investment markets here and abroad are performing
  • Review the current economic picture and what we can learn from history
  • Explore investing principals for managing your portfolio

This webinar 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.

DATE:
TIME:
DURATION:
January 24, 2022
Noon
1 Hour
Location Map
DATE:
TIME:
DURATION:
LOCATION:
January 24, 2022
12:00 PM
1 Hour
Online Webinar
PO Box 9350
Austin, TX 78766-9350
Map
Feb
16

Building Financial Resilience Webinar

It's hard enough to keep up with the bills these days, let alone save money. If you find it difficult to manage your money, you're not alone. Join us for a complimentary webinar about simple steps you can take to improve your financial health. You’ll learn how to create a budget, be smart about spending, save more, and achieve your financial goals.

This webinar supports the financial health pillar of saving.

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:
DURATION:
February 16, 2022
6 PM
1 Hour
Location Map
DATE:
TIME:
DURATION:
LOCATION:
February 16, 2022
5:00 PM
1 Hour
Online Webinar
PO Box 9350
Austin, TX 78766-9350
Map
Feb
22

Fixed Annuity Fundamentals Webinar

Interest rates are low today, but there are ways to get higher yields you can count on. Learn about one such option, fixed annuities, in this complimentary webinar. We’ll cover:

  • What a fixed/indexed annuity is
  • How fixed/indexed annuities work
  • Interest rates today and how to explore the best options for you when interest rates are low

Hosted by the Wealth Management Department, available through CUSO Financial Services, L.P. at UFCU.

This webinar supports the financial health pillar of saving.

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:
DURATION:
February 22, 2022
Noon
1 Hour
Location Map
DATE:
TIME:
DURATION:
LOCATION:
February 22, 2022
12:00 PM
1 Hour
Online Webinar
PO Box 9350
Austin, TX 78766-9350
Map
Apr
04

2022 Annual Meeting and Election of Directors

An election for four places on the Board of Directors is scheduled on April 4, 2022, in conjunction with the UFCU Annual Meeting.

Chairman of the Board C Cale McDowell, JD appointed a Governance/Nominating Committee chaired by Kathryn E Hoyt. The Committee nominated the following Members to serve as UFCU Directors for three-year terms: Linus N Akanoh, Jr, Kathryn E Hoyt, C Cale McDowell, JD, and Thomas A Miranda. UFCU bylaws permit other nominations by petition if signed by 500 qualified Members and, together with a statement of qualifications and signed certificate stating the nominee is agreeable to such nomination and will serve if elected, is submitted to the office of the UFCU Director, Assurance Services by 5 PM Central Standard Time on February 3, 2022. A formal election will occur only if there exists one or more petition candidates. Bylaws do not allow nominations from the floor at the annual meeting when one or more candidates exist for each open position.

For more information about the election process, including how to obtain related documents, please contact the office of the UFCU Director, Assurance Services at (800) 252-8311 or (512) 467-8080 x 22312.

DATE:
TIME:
DURATION:
April 4, 2022
5:30 PM
1 Hour

Read About the Candidates

Location Map
DATE:
TIME:
DURATION:
LOCATION:
April 04, 2022
5:30 PM
1 Hour
UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map