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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:
* 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.
Please join us for the grand opening of UFCU Mueller! Win prizes, enjoy a treat, meet your new representatives, and get an autograph from Longhorn Head Basketball Coach Shaka Smart. Coach Smart will be onsite from 11 AM–noon. Attendees are invited to bring one item to be autographed.
We’ll be giving away one Longhorn-themed gift basket valued at $200, and gift cards purchased from neighborhood vendors. We’ll also provide refreshments, Torchy’s Tacos, and cupcakes from Lady Quackenbush’s Cakery, while supplies last.
Many people believe that estate planning is only for the wealthy. Nothing could be further from the truth. This workshop will help you and your family understand basic techniques to become better prepared for life’s unexpected events.
You’ll learn about wills, trusts, powers of attorney, gifting, and other important estate planning tools. We hope you'll join us to explore this vital topic.
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.
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!*
* Weather permitting
All home insurance policies are not the same. It’s very important to know what you’re buying when you’re insuring your home. In this seminar, we’ll explore the following topics:
Parking map for the UFCU Plaza Event Center.
Get tips for budgeting, spending, saving, and understanding credit. This seminar is ideal for college students.
Your credit score can save you (or cost you) thousands of dollars. In this seminar, we’ll explain the difference between good credit, bad credit, and no credit. We’ll also share tips on how you can position yourself for the best possible rates, regardless of your credit score today.