Educational Events

Estate Planning 201 (Advanced Topics)

While virtually everyone needs to address basic estate planning issues, some people require more sophisticated strategies. In Estate Planning 201, we go beyond the concepts contained in Estate Planning 101 to discuss estate tax minimization techniques such as optimizing the marital deduction, bypass (credit shelter) trusts and family limited partnerships. In addition, we will cover charitable giving strategies and asset protection concerns. Please join us for this detailed look at estate planning for those with substantial assets and/or more complex needs.

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:

March 11, 2015

6:00 PM

UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
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Planning for Long Term Care - Protecting Your Life Savings

What's your Long Term Care plan? Find out how to 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 protects you in the event of prolonged physical illness
• Discover the advantages of purchasing a Long Term Care policy while you are young

Insurance products and services are offered through CUSO Financial Services, Inc. ("CFS"). Products offered through CFS: are not NCUA/NCSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve risk including possible loss of principal. Investment Representatives are licensed through CFS. The credit union has contracted with CFS to make certain insurance products and services available to credit union members.

DATE:

TIME:

LOCATION:

March 12, 2015

6:00 PM

Steck Financial Center
3305 Steck Ave
Austin, TX 78757-7569
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Small Business Security

Small businesses are especially vulnerable to fraud from both internal and external sources. This seminar provides information you need to know to protect your business from emerging threats. If you’re a small business owner, or thinking of opening a small business, this seminar is for you!

DATE:

TIME:

LOCATION:

March 18, 2015

6:00 PM

UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
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Maximizing Social Security Benefits in Retirement

Make Social Security work for you. The Social Security eligibility rules are generally the same for everyone - but no one's life, retirement goals, or financial needs are exactly the same. So before you retire, ask questions. When should you begin Social Security? Do you plan to keep working? And how can you be certain your essential expenses are covered?

Attend this important event to learn about the Social Security strategies that may fit into your overall plan for creating lifetime retirement income.

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:

March 18, 2015

6:00 PM

N Guadalupe Financial Center
4611 Guadalupe St
Austin, TX 78751-2908
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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:

March 24, 2015

6:00 PM

Highway 79 Financial Center
120 Palm Valley Cove
Round Rock, TX 78665
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Is A Reverse Mortgage Right For You?

While a reverse mortgage is not for everyone, it can provide cash for some important retirement needs or desires. Attend this seminar to learn the basics of a reverse mortgage and your options with UFCU Mortgage Services.

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

DATE:

TIME:

LOCATION:

March 26, 2015

6:00 PM

UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
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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:

March 28, 2015

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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Planning for Long Term Care - Protecting Your Life Savings

What's your Long Term Care plan? Find out how to 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 protects you in the event of prolonged physical illness
• Discover the advantages of purchasing a Long Term Care policy while you are young

Insurance products and services are offered through CUSO Financial Services, Inc. ("CFS"). Products offered through CFS: are not NCUA/NCSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve risk including possible loss of principal. Investment Representatives are licensed through CFS. The credit union has contracted with CFS to make certain insurance products and services available to credit union members.

DATE:

TIME:

LOCATION:

April 01, 2015

6:00 PM

Lakeline Financial Center
13860 Hwy 183 N
Austin, TX 78750
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First Time Home Buyers

It is Time to Own your First Home!  UFCU is here to help.

Come learn how to buy your very first 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 foreclosure, and the meaning behind all the mortgage terminology and costs.

Learn how to stop renting and enjoy all the financial and personal benefits of owning your piece of Austin.

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

DATE:

TIME:

LOCATION:

April 01, 2015

6:30 PM

UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
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UFCU’s 2015 Annual Membership Meeting

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!

DATE:

TIME:

LOCATION:

April 06, 2015

5:30 PM

UFCU Plaza Event Center
8303 N MoPac Expy, Bldg C 1st Floor
Austin, TX 78759
Map

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